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DFSVX vs PSVIX
DFSVX vs PSVIX Comparison
Open Charts DFSVX vs PSVIX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Virtus NFJ Small-Cap Value Inst
Price$15.24
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets248.47M
DFSVX vs PSVIX Comparison Chart in %
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DFSVX vs. PSVIX commentary
Oct 19, 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 Hold and PSVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PSVIX (248M). DFSVX pays higher dividends than PSVIX: DFSVX (1.66) vs PSVIX (1.17). 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: 48.00 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 : 0.38 vs. PSVIX (-8.21). DFSVX return over 5 years is better than : 80.47 vs. PSVIX (15.14).
| 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 | 2.475 | -2.245 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 248M | 6,411% |
| Annual Yield % from dividends | 1.66 | 1.17 | 142% |
| Returns for 1 year | 0.38 | -8.21 | -5% |
| Returns for 3 years | 28.43 | 6.68 | 425% |
| Returns for 5 years | 80.47 | 15.14 | 531% |
| Returns for 10 years | 55.60 | -37.62 | -148% |
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