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DFSVX vs PSCMX
DFSVX vs PSCMX Comparison
Open Charts DFSVX vs PSCMX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Putnam Small Cap Value R6
Price$17.06
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets263.34M
DFSVX vs PSCMX Comparison Chart in %
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DFSVX vs. PSCMX commentary
Jul 27, 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 PSCMX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. PSCMX (263M). DFSVX pays higher dividends than PSCMX: DFSVX (1.67) vs PSCMX (0.92). DFSVX was incepted earlier than PSCMX: DFSVX (32 years) vs PSCMX (12 years). PSCMX (0.76) is less costly to investors than DFSVX (0.31). PSCMX is a more actively managed with annual turnover of: 86.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PSCMX: DFSVX (0) vs PSCMX (500). DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. PSCMX (-5.43). PSCMX (97.04) and DFSVX (94.25) have equivalent 5 years return.
| DFSVX | PSCMX | DFSVX / PSCMX | |
| Total Expense Ratio | 0.31 | 0.76 | 41% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 0.901 | 0.827 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 263M | 6,084% |
| Annual Yield % from dividends | 1.67 | 0.92 | 180% |
| Returns for 1 year | 0.60 | -5.43 | -11% |
| Returns for 3 years | 27.09 | 16.11 | 168% |
| Returns for 5 years | 94.25 | 97.04 | 97% |
| Returns for 10 years | 50.73 | 19.66 | 258% |
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