DFSVX
Price
$48.41
Change
-$0.04 (-0.08%)
Updated
Nov 19 closing price
Net Assets
15.71B
PSOAX
Price
$25.77
Change
-$0.08 (-0.31%)
Updated
Nov 19 closing price
Net Assets
1.21B
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DFSVX vs PSOAX

Header iconDFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAXBanner chart's image
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
JPMorgan Small Cap Value A
Price$25.77
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets1.21B
DFSVX vs PSOAX Comparison Chart in %
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DFSVX vs. PSOAX commentary
Nov 20, 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 Hold and PSOAX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. PSOAX (1.21B). DFSVX pays higher dividends than PSOAX: DFSVX (1.69) vs PSOAX (0.76). DFSVX was incepted earlier than PSOAX: DFSVX (33 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: 72.00 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 : -3.00 vs. PSOAX (-5.89). DFSVX return over 5 years is better than : 61.32 vs. PSOAX (16.28).
DFSVXPSOAXDFSVX / PSOAX
Total Expense Ratio0.311.1926%
Annual Report Gross Expense Ratio0.311.2824%
Fund Existence33 years31 years-
Gain YTD1.1594.86524%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.7B1.21B1,296%
Annual Yield % from dividends1.690.76223%
Returns for 1 year-3.00-5.8951%
Returns for 3 years17.385.56313%
Returns for 5 years61.3216.28377%
Returns for 10 years53.467.45718%
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