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DFFVX vs PSOAX
DFFVX vs PSOAX Comparison
Open Charts DFFVX vs PSOAX
DFA US Targeted Value I
Price$36.49
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.78B
JPMorgan Small Cap Value A
Price$25.96
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets1.24B
DFFVX vs PSOAX Comparison Chart in %
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DFFVX vs. PSOAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. PSOAX (1.24B). DFFVX pays higher dividends than PSOAX: DFFVX (1.62) vs PSOAX (0.84). 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: 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 : 9.68 vs. PSOAX (-0.88). DFFVX return over 5 years is better than : 101.06 vs. PSOAX (33.45).
| 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 | 7.146 | 5.498 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.24B | 1,109% |
| Annual Yield % from dividends | 1.62 | 0.84 | 193% |
| Returns for 1 year | 9.68 | -0.88 | -1,102% |
| Returns for 3 years | 32.02 | 6.36 | 503% |
| Returns for 5 years | 101.06 | 33.45 | 302% |
| Returns for 10 years | 81.25 | 12.73 | 638% |
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