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DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
JPMorgan Small Cap Value A
Price$25.96
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets1.24B
DFSVX vs PSOAX Comparison Chart in %
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DFSVX vs. PSOAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. PSOAX (1.24B). DFSVX pays higher dividends than PSOAX: DFSVX (1.64) vs PSOAX (0.84). 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: 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 : 7.49 vs. PSOAX (-0.88). DFSVX return over 5 years is better than : 90.25 vs. PSOAX (33.45).
| DFSVX | PSOAX | DFSVX / PSOAX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.28 | 24% |
| Fund Existence | 33 years | 31 years | - |
| Gain YTD | 6.120 | 5.498 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.24B | 1,334% |
| Annual Yield % from dividends | 1.64 | 0.84 | 196% |
| Returns for 1 year | 7.49 | -0.88 | -853% |
| Returns for 3 years | 27.42 | 6.36 | 431% |
| Returns for 5 years | 90.25 | 33.45 | 270% |
| Returns for 10 years | 63.42 | 12.73 | 498% |
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