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DFSVX vs PMJAX
DFSVX vs PMJAX Comparison
Open Charts DFSVX vs PMJAX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
DFSVX vs PMJAX Comparison Chart in %
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DFSVX vs. PMJAX commentary
Jul 28, 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 Buy and PMJAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. PMJAX (1.95B). DFSVX pays higher dividends than PMJAX: DFSVX (1.67) vs PMJAX (0.79). DFSVX was incepted earlier than PMJAX: DFSVX (32 years) vs PMJAX (10 years). PMJAX (0.91) is less costly to investors than DFSVX (0.31). PMJAX is a more actively managed with annual turnover of: 62.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PMJAX: DFSVX (0) vs PMJAX (1000). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. PMJAX (0.57). DFSVX return over 5 years is better than : 94.25 vs. PMJAX (27.78).
| DFSVX | PMJAX | DFSVX / PMJAX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 0.901 | -2.658 | -34% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.95B | 820% |
| Annual Yield % from dividends | 1.67 | 0.79 | 210% |
| Returns for 1 year | 0.60 | 0.57 | 106% |
| Returns for 3 years | 27.09 | 32.02 | 85% |
| Returns for 5 years | 94.25 | 27.78 | 339% |
| Returns for 10 years | 50.73 | 24.66 | 206% |
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