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DFSVX vs PSVIX
DFSVX vs PSVIX Comparison
Open Charts DFSVX vs PSVIX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Virtus NFJ Small-Cap Value Inst
Price$15.73
Change+$0.19 (+1.22%)
VolumeN/A
Net Assets260.42M
DFSVX vs PSVIX Comparison Chart in %
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DFSVX vs. PSVIX commentary
Sep 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 PSVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. PSVIX (260M). DFSVX pays higher dividends than PSVIX: DFSVX (1.52) vs PSVIX (1.15). DFSVX was incepted earlier than PSVIX: DFSVX (33 years) vs PSVIX (34 years). PSVIX (0.90) is less costly to investors than DFSVX (0.31). PSVIX is a more actively managed with annual turnover of: 60.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PSVIX: DFSVX (0) vs PSVIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 6.87 vs. PSVIX (-2.53). DFSVX return over 5 years is better than : 108.39 vs. PSVIX (30.06).
| DFSVX | PSVIX | DFSVX / PSVIX | |
| Total Expense Ratio | 0.31 | 0.82 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 0.90 | 34% |
| Fund Existence | 33 years | 34 years | - |
| Gain YTD | 5.663 | 0.898 | 631% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 260M | 6,346% |
| Annual Yield % from dividends | 1.52 | 1.15 | 132% |
| Returns for 1 year | 6.87 | -2.53 | -272% |
| Returns for 3 years | 43.95 | 13.94 | 315% |
| Returns for 5 years | 108.39 | 30.06 | 361% |
| Returns for 10 years | 73.20 | -31.14 | -235% |
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