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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
DFSVX vs PMJPX Comparison Chart in %
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DFSVX vs. PMJPX 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 PMJPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PMJPX (1.95B). DFSVX pays higher dividends than PMJPX: DFSVX (1.67) vs PMJPX (0.89). DFSVX was incepted earlier than PMJPX: DFSVX (32 years) vs PMJPX (10 years). PMJPX (0.61) is less costly to investors than DFSVX (0.31). PMJPX is a more actively managed with annual turnover of: 62.00 vs. DFSVX (12.00). 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 : 9.45 vs. PMJPX (5.17). DFSVX return over 5 years is better than : 105.30 vs. PMJPX (35.99).
| DFSVX | PMJPX | DFSVX / PMJPX | |
| Total Expense Ratio | 0.31 | 0.60 | 52% |
| Annual Report Gross Expense Ratio | 0.31 | 0.61 | 51% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 1.067 | -2.582 | -41% |
| 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 | 0.89 | 187% |
| Returns for 1 year | 9.45 | 5.17 | 183% |
| Returns for 3 years | 32.84 | 37.75 | 87% |
| Returns for 5 years | 105.30 | 35.99 | 293% |
| Returns for 10 years | 45.10 | 25.65 | 176% |
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