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DFSVX vs PMJIX
DFSVX vs PMJIX Comparison
Open Charts DFSVX vs PMJIX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
PIMCO RAE US Small Instl
Price$10.33
Change-$0.22 (-2.09%)
VolumeN/A
Net Assets1.87B
DFSVX vs PMJIX Comparison Chart
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DFSVX vs. PMJIX commentary
Jun 16, 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 Hold and PMJIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. PMJIX (1.87B). DFSVX pays higher dividends than PMJIX: DFSVX (1.65) vs PMJIX (0.95). 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 : 1.83 vs. PMJIX (-1.69). DFSVX return over 5 years is better than : 86.94 vs. PMJIX (27.93).
| 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 | -6.462 | -9.386 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.87B | 798% |
| Annual Yield % from dividends | 1.65 | 0.95 | 173% |
| Returns for 1 year | 1.83 | -1.69 | -108% |
| Returns for 3 years | 19.38 | 23.00 | 84% |
| Returns for 5 years | 86.94 | 27.93 | 311% |
| Returns for 10 years | 30.89 | 15.60 | 198% |
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