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DFFVX vs PSOPX
DFFVX vs PSOPX Comparison
Open Charts DFFVX vs PSOPX
DFA US Targeted Value I
Price$36.71
Change+$0.55 (+1.52%)
VolumeN/A
Net Assets13.92B
JPMorgan Small Cap Value I
Price$29.06
Change+$0.41 (+1.43%)
VolumeN/A
Net Assets1.25B
DFFVX vs PSOPX Comparison Chart in %
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DFFVX vs. PSOPX commentary
Sep 06, 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 PSOPX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. PSOPX (1.25B). DFFVX pays higher dividends than PSOPX: DFFVX (1.50) vs PSOPX (0.89). DFFVX was incepted earlier than PSOPX: DFFVX (26 years) vs PSOPX (31 years). PSOPX (1.01) is less costly to investors than DFFVX (0.30). PSOPX is a more actively managed with annual turnover of: 61.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than PSOPX: DFFVX (0) vs PSOPX (1000000). DFFVX annual gain was more profitable for investors over the last year : 12.77 vs. PSOPX (1.03). DFFVX return over 5 years is better than : 105.16 vs. PSOPX (39.25).
| DFFVX | PSOPX | DFFVX / PSOPX | |
| Total Expense Ratio | 0.29 | 0.94 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.01 | 30% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 7.792 | 4.676 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 1.25B | 1,110% |
| Annual Yield % from dividends | 1.50 | 0.89 | 168% |
| Returns for 1 year | 12.77 | 1.03 | 1,245% |
| Returns for 3 years | 38.24 | 11.68 | 327% |
| Returns for 5 years | 105.16 | 39.25 | 268% |
| Returns for 10 years | 86.79 | 22.10 | 393% |
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