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DFSVX vs PMJAX
DFSVX vs PMJAX Comparison
Open Charts DFSVX vs PMJAX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
DFSVX vs PMJAX Comparison Chart in %
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DFSVX vs. PMJAX commentary
Feb 05, 2026
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: 17.9B vs. PMJAX (3.01B). DFSVX pays higher dividends than PMJAX: DFSVX (1.58) vs PMJAX (0.97). DFSVX was incepted earlier than PMJAX: DFSVX (33 years) vs PMJAX (11 years). PMJAX (0.90) is less costly to investors than DFSVX (0.31). PMJAX is a more actively managed with annual turnover of: 59.00 vs. DFSVX (7.00). 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 : 17.52 vs. PMJAX (6.04). DFSVX return over 5 years is better than : 55.54 vs. PMJAX (-1.52).
| DFSVX | PMJAX | DFSVX / PMJAX | |
| Total Expense Ratio | 0.31 | 0.90 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.90 | 34% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 9.431 | 4.599 | 205% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 3.01B | 595% |
| Annual Yield % from dividends | 1.58 | 0.97 | 164% |
| Returns for 1 year | 17.52 | 6.04 | 290% |
| Returns for 3 years | 35.91 | 37.91 | 95% |
| Returns for 5 years | 55.54 | -1.52 | -3,647% |
| Returns for 10 years | 121.92 | 66.25 | 184% |
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