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DFSVX vs OSVCX
DFSVX vs OSVCX Comparison
Open Charts DFSVX vs OSVCX
DFA US Small Cap Value I
Price$49.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value C
Price$19.23
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFSVX vs OSVCX Comparison Chart
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DFSVX vs. OSVCX commentary
Oct 18, 2024
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 OSVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. OSVCX (1.34B). OSVCX pays higher dividends than DFSVX: OSVCX (1.52) vs DFSVX (1.44). DFSVX was incepted earlier than OSVCX: DFSVX (32 years) vs OSVCX (26 years). OSVCX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than OSVCX: DFSVX (0) vs OSVCX (1000). OSVCX annual gain was more profitable for investors over the last year : 28.57 vs. DFSVX (25.49). DFSVX return over 5 years is better than : 60.36 vs. OSVCX (4.76).
| DFSVX | OSVCX | DFSVX / OSVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 11.502 | 12.193 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.34B | 1,236% |
| Annual Yield % from dividends | 1.44 | 1.52 | 94% |
| Returns for 1 year | 25.49 | 28.57 | 89% |
| Returns for 3 years | 11.27 | -22.31 | -51% |
| Returns for 5 years | 60.36 | 4.76 | 1,269% |
| Returns for 10 years | 56.09 | -6.19 | -906% |
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