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DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$46.95
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets15.5B
JPMorgan Small Cap Value A
Price$24.10
Change-$0.10 (-0.41%)
VolumeN/A
Net Assets1.18B
DFSVX vs PSOAX Comparison Chart in %
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DFSVX 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 DFSVX is a Buy and PSOAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. PSOAX (1.18B). DFSVX pays higher dividends than PSOAX: DFSVX (1.64) vs PSOAX (0.84). DFSVX was incepted earlier than PSOAX: DFSVX (32 years) vs PSOAX (31 years). PSOAX (1.28) is less costly to investors than DFSVX (0.31). PSOAX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PSOAX: DFSVX (0) vs PSOAX (1000). DFSVX annual gain was more profitable for investors over the last year : 6.11 vs. PSOAX (-0.97). DFSVX return over 5 years is better than : 77.41 vs. PSOAX (25.52).
| DFSVX | PSOAX | DFSVX / PSOAX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.28 | 24% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | -2.364 | -1.805 | 131% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.18B | 1,310% |
| Annual Yield % from dividends | 1.64 | 0.84 | 196% |
| Returns for 1 year | 6.11 | -0.97 | -632% |
| Returns for 3 years | 17.54 | -3.39 | -518% |
| Returns for 5 years | 77.41 | 25.52 | 303% |
| Returns for 10 years | 43.95 | 0.18 | 24,431% |
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