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DFSVX vs PVFIX
DFSVX vs PVFIX Comparison
Open Charts DFSVX vs PVFIX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
DFSVX vs PVFIX Comparison Chart in %
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DFSVX vs. PVFIX commentary
Jul 07, 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 PVFIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PVFIX (34.9M). PVFIX pays higher dividends than DFSVX: PVFIX (2.03) vs DFSVX (1.67). DFSVX was incepted earlier than PVFIX: DFSVX (32 years) vs PVFIX (22 years). PVFIX (1.62) is less costly to investors than DFSVX (0.31). PVFIX is a more actively managed with annual turnover of: 21.72 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PVFIX: DFSVX (0) vs PVFIX (2500). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. PVFIX (-4.28). DFSVX return over 5 years is better than : 105.30 vs. PVFIX (56.75).
| DFSVX | PVFIX | DFSVX / PVFIX | |
| Total Expense Ratio | 0.31 | 1.32 | 23% |
| Annual Report Gross Expense Ratio | 0.31 | 1.62 | 19% |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 1.067 | 0.730 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 34.9M | 46,132% |
| Annual Yield % from dividends | 1.67 | 2.03 | 82% |
| Returns for 1 year | 9.45 | -4.28 | -221% |
| Returns for 3 years | 32.84 | 21.56 | 152% |
| Returns for 5 years | 105.30 | 56.75 | 186% |
| Returns for 10 years | 45.10 | 0.79 | 5,706% |
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