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DFSVX vs PSVIX
DFSVX vs PSVIX Comparison
Open Charts DFSVX vs PSVIX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Virtus NFJ Small-Cap Value Inst
Price$15.26
Change-$0.09 (-0.59%)
VolumeN/A
Net Assets258.12M
DFSVX vs PSVIX Comparison Chart in %
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DFSVX vs. PSVIX commentary
Aug 18, 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 StrongBuy and PSVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PSVIX (258M). DFSVX pays higher dividends than PSVIX: DFSVX (1.64) vs PSVIX (1.24). DFSVX was incepted earlier than PSVIX: DFSVX (32 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 : 5.62 vs. PSVIX (-2.33). DFSVX return over 5 years is better than : 80.15 vs. PSVIX (15.21).
| DFSVX | PSVIX | DFSVX / PSVIX | |
| Total Expense Ratio | 0.31 | 0.82 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 0.90 | 34% |
| Fund Existence | 32 years | 34 years | - |
| Gain YTD | 1.483 | -2.117 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 258M | 6,240% |
| Annual Yield % from dividends | 1.64 | 1.24 | 132% |
| Returns for 1 year | 5.62 | -2.33 | -241% |
| Returns for 3 years | 16.09 | -10.37 | -155% |
| Returns for 5 years | 80.15 | 15.21 | 527% |
| Returns for 10 years | 50.63 | -39.33 | -129% |
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