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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
PIMCO RAE US Small Instl
Price$12.17
Change+$0.52 (+4.46%)
VolumeN/A
Net Assets3.01B
DFSVX vs PMJIX Comparison Chart in %
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DFSVX vs. PMJIX 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 PMJIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. PMJIX (3.01B). DFSVX pays higher dividends than PMJIX: DFSVX (1.58) vs PMJIX (1.09). DFSVX was incepted earlier than PMJIX: DFSVX (33 years) vs PMJIX (11 years). PMJIX (0.50) is less costly to investors than DFSVX (0.31). PMJIX is a more actively managed with annual turnover of: 59.00 vs. DFSVX (7.00). 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 : 17.52 vs. PMJIX (6.67). DFSVX return over 5 years is better than : 55.54 vs. PMJIX (2.31).
| DFSVX | PMJIX | DFSVX / PMJIX | |
| Total Expense Ratio | 0.31 | 0.50 | 62% |
| Annual Report Gross Expense Ratio | 0.31 | 0.50 | 62% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 9.431 | 4.643 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 3.01B | 595% |
| Annual Yield % from dividends | 1.58 | 1.09 | 145% |
| Returns for 1 year | 17.52 | 6.67 | 263% |
| Returns for 3 years | 35.91 | 39.88 | 90% |
| Returns for 5 years | 55.54 | 2.31 | 2,407% |
| Returns for 10 years | 121.92 | 76.49 | 159% |
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