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DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$48.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value A
Price$26.53
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFSVX vs PSOAX Comparison Chart
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DFSVX vs. PSOAX commentary
Oct 23, 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 PSOAX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. PSOAX (1.33B). DFSVX pays higher dividends than PSOAX: DFSVX (1.44) vs PSOAX (1.25). DFSVX was incepted earlier than PSOAX: DFSVX (32 years) vs PSOAX (30 years). PSOAX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than PSOAX: DFSVX (0) vs PSOAX (1000). PSOAX annual gain was more profitable for investors over the last year : 33.25 vs. DFSVX (28.65). DFSVX return over 5 years is better than : 53.90 vs. PSOAX (14.10).
| DFSVX | PSOAX | DFSVX / PSOAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 30 years | - |
| Gain YTD | 8.666 | 9.591 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.33B | 1,241% |
| Annual Yield % from dividends | 1.44 | 1.25 | 116% |
| Returns for 1 year | 28.65 | 33.25 | 86% |
| Returns for 3 years | 6.69 | -17.31 | -39% |
| Returns for 5 years | 53.90 | 14.10 | 382% |
| Returns for 10 years | 47.45 | 8.61 | 551% |
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