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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
DFSVX vs PMJPX Comparison Chart in %
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DFSVX vs. PMJPX 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 PMJPX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. PMJPX (3.01B). DFSVX pays higher dividends than PMJPX: DFSVX (1.58) vs PMJPX (1.06). DFSVX was incepted earlier than PMJPX: DFSVX (33 years) vs PMJPX (11 years). PMJPX (0.60) is less costly to investors than DFSVX (0.31). PMJPX is a more actively managed with annual turnover of: 59.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than PMJPX: DFSVX (0) vs PMJPX (1000000). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. PMJPX (6.54). DFSVX return over 5 years is better than : 55.54 vs. PMJPX (1.19).
| DFSVX | PMJPX | DFSVX / PMJPX | |
| Total Expense Ratio | 0.31 | 0.60 | 52% |
| Annual Report Gross Expense Ratio | 0.31 | 0.60 | 52% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 9.431 | 4.629 | 204% |
| 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 | 1.06 | 149% |
| Returns for 1 year | 17.52 | 6.54 | 268% |
| Returns for 3 years | 35.91 | 39.45 | 91% |
| Returns for 5 years | 55.54 | 1.19 | 4,654% |
| Returns for 10 years | 121.92 | 73.77 | 165% |
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