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DFFVX vs PSOAX
DFFVX vs PSOAX Comparison
Open Charts DFFVX vs PSOAX
DFA US Targeted Value I
Price$34.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets13.08B
JPMorgan Small Cap Value A
Price$25.77
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets1.21B
DFFVX vs PSOAX Comparison Chart in %
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DFFVX vs. PSOAX commentary
Nov 20, 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 DFFVX is a Hold and PSOAX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.1B vs. PSOAX (1.21B). DFFVX pays higher dividends than PSOAX: DFFVX (1.72) vs PSOAX (0.76). DFFVX was incepted earlier than PSOAX: DFFVX (26 years) vs PSOAX (31 years). PSOAX (1.28) is less costly to investors than DFFVX (0.30). PSOAX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than PSOAX: DFFVX (0) vs PSOAX (1000). DFFVX annual gain was more profitable for investors over the last year : -1.67 vs. PSOAX (-5.89). DFFVX return over 5 years is better than : 68.92 vs. PSOAX (16.28).
| DFFVX | PSOAX | DFFVX / PSOAX | |
| Total Expense Ratio | 0.29 | 1.19 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.28 | 23% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 2.050 | 4.865 | 42% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 1.21B | 1,082% |
| Annual Yield % from dividends | 1.72 | 0.76 | 227% |
| Returns for 1 year | -1.67 | -5.89 | 28% |
| Returns for 3 years | 22.17 | 5.56 | 399% |
| Returns for 5 years | 68.92 | 16.28 | 423% |
| Returns for 10 years | 69.76 | 7.45 | 937% |
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