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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
DFSVX vs PMJPX Comparison Chart in %
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DFSVX vs. PMJPX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PMJPX (2.71B). DFSVX pays higher dividends than PMJPX: DFSVX (1.52) vs PMJPX (0.83). DFSVX was incepted earlier than PMJPX: DFSVX (33 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 : 11.40 vs. PMJPX (9.98). DFSVX return over 5 years is better than : 94.21 vs. PMJPX (30.02).
| DFSVX | PMJPX | DFSVX / PMJPX | |
| Total Expense Ratio | 0.31 | 0.60 | 52% |
| Annual Report Gross Expense Ratio | 0.31 | 0.61 | 51% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 6.765 | 2.939 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 2.71B | 621% |
| Annual Yield % from dividends | 1.52 | 0.83 | 183% |
| Returns for 1 year | 11.40 | 9.98 | 114% |
| Returns for 3 years | 35.36 | 40.61 | 87% |
| Returns for 5 years | 94.21 | 30.02 | 314% |
| Returns for 10 years | 64.86 | 41.84 | 155% |
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