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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
DFSVX vs PMJPX Comparison Chart
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DFSVX vs. PMJPX 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 PMJPX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. PMJPX (1.87B). DFSVX pays higher dividends than PMJPX: DFSVX (1.65) vs PMJPX (0.92). 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 : 1.83 vs. PMJPX (-1.76). DFSVX return over 5 years is better than : 86.94 vs. PMJPX (26.69).
| 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 | -6.462 | -9.350 | 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 | 0.92 | 180% |
| Returns for 1 year | 1.83 | -1.76 | -104% |
| Returns for 3 years | 19.38 | 22.53 | 86% |
| Returns for 5 years | 86.94 | 26.69 | 326% |
| Returns for 10 years | 30.89 | 13.68 | 226% |
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