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DFSVX vs PMJPX
DFSVX vs PMJPX Comparison
Open Charts DFSVX vs PMJPX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
DFSVX vs PMJPX Comparison Chart in %
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DFSVX vs. PMJPX commentary
Jul 28, 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: 16B 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). PMJPX annual gain was more profitable for investors over the last year : 0.94 vs. DFSVX (0.60). DFSVX return over 5 years is better than : 94.25 vs. PMJPX (31.26).
| 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 | 0.901 | -2.493 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.95B | 820% |
| Annual Yield % from dividends | 1.67 | 0.89 | 187% |
| Returns for 1 year | 0.60 | 0.94 | 63% |
| Returns for 3 years | 27.09 | 33.50 | 81% |
| Returns for 5 years | 94.25 | 31.26 | 302% |
| Returns for 10 years | 50.73 | 29.71 | 171% |
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