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DFSVX vs PCVCX
DFSVX vs PCVCX Comparison
Open Charts DFSVX vs PCVCX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Virtus NFJ Small-Cap Value C
Price$9.52
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets258.12M
DFSVX vs PCVCX Comparison Chart in %
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DFSVX vs. PCVCX commentary
Aug 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a StrongBuy and PCVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PCVCX (258M). DFSVX pays higher dividends than PCVCX: DFSVX (1.64) vs PCVCX (0.66). DFSVX was incepted earlier than PCVCX: DFSVX (32 years) vs PCVCX (29 years). PCVCX (1.97) is less costly to investors than DFSVX (0.31). PCVCX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PCVCX: DFSVX (0) vs PCVCX (2500). DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. PCVCX (-4.81). DFSVX return over 5 years is better than : 80.15 vs. PCVCX (-4.79).
| DFSVX | PCVCX | DFSVX / PCVCX | |
| Total Expense Ratio | 0.31 | 1.92 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.97 | 16% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 1.483 | -2.857 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 258M | 6,240% |
| Annual Yield % from dividends | 1.64 | 0.66 | 250% |
| Returns for 1 year | 5.62 | -4.81 | -117% |
| Returns for 3 years | 16.09 | -22.46 | -72% |
| Returns for 5 years | 80.15 | -4.79 | -1,674% |
| Returns for 10 years | 50.63 | -57.24 | -88% |
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