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DFFVX vs PSOAX
DFFVX vs PSOAX Comparison
Open Charts DFFVX vs PSOAX
DFA US Targeted Value I
Price$33.69
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets12.88B
JPMorgan Small Cap Value A
Price$24.10
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets1.18B
DFFVX vs PSOAX Comparison Chart in %
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DFFVX vs. PSOAX commentary
Aug 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 DFFVX is a Buy and PSOAX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. PSOAX (1.18B). DFFVX pays higher dividends than PSOAX: DFFVX (1.62) vs PSOAX (0.84). DFFVX was incepted earlier than PSOAX: DFFVX (25 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: 61.00 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 : 8.79 vs. PSOAX (-0.97). DFFVX return over 5 years is better than : 88.69 vs. PSOAX (25.52).
| DFFVX | PSOAX | DFFVX / PSOAX | |
| Total Expense Ratio | 0.29 | 1.19 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.28 | 23% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | -1.075 | -1.805 | 60% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 1.18B | 1,090% |
| Annual Yield % from dividends | 1.62 | 0.84 | 193% |
| Returns for 1 year | 8.79 | -0.97 | -910% |
| Returns for 3 years | 22.18 | -3.39 | -655% |
| Returns for 5 years | 88.69 | 25.52 | 348% |
| Returns for 10 years | 59.38 | 0.18 | 33,009% |
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