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DFSVX vs PVFIX
DFSVX vs PVFIX Comparison
Open Charts DFSVX vs PVFIX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
DFSVX vs PVFIX Comparison Chart in %
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DFSVX vs. PVFIX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. PVFIX (34.6M). 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 : 0.60 vs. PVFIX (-8.44). DFSVX return over 5 years is better than : 94.25 vs. PVFIX (51.79).
| 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 | 0.901 | 0.122 | 740% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 34.6M | 46,243% |
| Annual Yield % from dividends | 1.67 | 2.03 | 82% |
| Returns for 1 year | 0.60 | -8.44 | -7% |
| Returns for 3 years | 27.09 | 18.10 | 150% |
| Returns for 5 years | 94.25 | 51.79 | 182% |
| Returns for 10 years | 50.73 | 2.67 | 1,897% |
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