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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
PIMCO RAE US Small Instl
Price$11.11
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets1.95B
DFSVX vs PMJIX Comparison Chart in %
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DFSVX vs. PMJIX 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 PMJIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PMJIX (1.95B). DFSVX pays higher dividends than PMJIX: DFSVX (1.67) vs PMJIX (0.92). DFSVX was incepted earlier than PMJIX: DFSVX (32 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 : 9.45 vs. PMJIX (5.34). DFSVX return over 5 years is better than : 105.30 vs. PMJIX (37.43).
| DFSVX | PMJIX | DFSVX / PMJIX | |
| Total Expense Ratio | 0.31 | 0.50 | 62% |
| Annual Report Gross Expense Ratio | 0.31 | 0.51 | 61% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 1.067 | -2.544 | -42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.95B | 825% |
| Annual Yield % from dividends | 1.67 | 0.92 | 180% |
| Returns for 1 year | 9.45 | 5.34 | 177% |
| Returns for 3 years | 32.84 | 38.31 | 86% |
| Returns for 5 years | 105.30 | 37.43 | 281% |
| Returns for 10 years | 45.10 | 27.86 | 162% |
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