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DFSVX vs PSVIX
DFSVX vs PSVIX Comparison
Open Charts DFSVX vs PSVIX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Virtus NFJ Small-Cap Value Inst
Price$15.99
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets268.32M
DFSVX vs PSVIX Comparison Chart in %
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DFSVX vs. PSVIX commentary
Sep 08, 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: 16.8B vs. PSVIX (268M). 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 : 11.40 vs. PSVIX (1.57). DFSVX return over 5 years is better than : 94.21 vs. PSVIX (24.05).
| 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 | 6.765 | 2.566 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 268M | 6,269% |
| Annual Yield % from dividends | 1.52 | 1.15 | 132% |
| Returns for 1 year | 11.40 | 1.57 | 725% |
| Returns for 3 years | 35.36 | 7.17 | 493% |
| Returns for 5 years | 94.21 | 24.05 | 392% |
| Returns for 10 years | 64.86 | -32.72 | -198% |
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