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DFSVX vs PSOPX
DFSVX vs PSOPX Comparison
Open Charts DFSVX vs PSOPX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
JPMorgan Small Cap Value I
Price$29.26
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.24B
DFSVX vs PSOPX Comparison Chart in %
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DFSVX vs. PSOPX commentary
Oct 18, 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 PSOPX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PSOPX (1.24B). DFSVX pays higher dividends than PSOPX: DFSVX (1.66) vs PSOPX (0.86). DFSVX was incepted earlier than PSOPX: DFSVX (33 years) vs PSOPX (31 years). PSOPX (1.01) is less costly to investors than DFSVX (0.31). PSOPX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PSOPX: DFSVX (0) vs PSOPX (1000000). DFSVX annual gain was more profitable for investors over the last year : 0.38 vs. PSOPX (-1.88). DFSVX return over 5 years is better than : 80.47 vs. PSOPX (36.60).
| DFSVX | PSOPX | DFSVX / PSOPX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 33 years | 31 years | - |
| Gain YTD | 2.475 | 7.198 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.24B | 1,278% |
| Annual Yield % from dividends | 1.66 | 0.86 | 192% |
| Returns for 1 year | 0.38 | -1.88 | -20% |
| Returns for 3 years | 28.43 | 16.54 | 172% |
| Returns for 5 years | 80.47 | 36.60 | 220% |
| Returns for 10 years | 55.60 | 18.01 | 309% |
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