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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
DFSVX vs PMJIX Comparison Chart in %
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DFSVX vs. PMJIX commentary
Sep 09, 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 PMJIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PMJIX (2.71B). DFSVX pays higher dividends than PMJIX: DFSVX (1.52) vs PMJIX (0.86). DFSVX was incepted earlier than PMJIX: DFSVX (33 years) vs PMJIX (10 years). PMJIX (0.51) is less costly to investors than DFSVX (0.31). PMJIX is a more actively managed with annual turnover of: 62.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PMJIX: DFSVX (0) vs PMJIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 13.14 vs. PMJIX (10.07). DFSVX return over 5 years is better than : 97.58 vs. PMJIX (31.33).
| DFSVX | PMJIX | DFSVX / PMJIX | |
| Total Expense Ratio | 0.31 | 0.50 | 62% |
| Annual Report Gross Expense Ratio | 0.31 | 0.51 | 61% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 6.557 | 2.982 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 2.71B | 621% |
| Annual Yield % from dividends | 1.52 | 0.86 | 176% |
| Returns for 1 year | 13.14 | 10.07 | 130% |
| Returns for 3 years | 30.06 | 41.24 | 73% |
| Returns for 5 years | 97.58 | 31.33 | 311% |
| Returns for 10 years | 66.51 | 44.19 | 151% |
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