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DFSVX vs PMJAX
DFSVX vs PMJAX Comparison
Open Charts DFSVX vs PMJAX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
DFSVX vs PMJAX Comparison Chart in %
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DFSVX vs. PMJAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B 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 : 9.45 vs. PMJAX (4.80). DFSVX return over 5 years is better than : 105.30 vs. PMJAX (32.42).
| 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 | 1.067 | -2.750 | -39% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.95B | 825% |
| Annual Yield % from dividends | 1.67 | 0.79 | 210% |
| Returns for 1 year | 9.45 | 4.80 | 197% |
| Returns for 3 years | 32.84 | 36.15 | 91% |
| Returns for 5 years | 105.30 | 32.42 | 325% |
| Returns for 10 years | 45.10 | 20.87 | 216% |
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