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DFSVX vs PSOPX
DFSVX vs PSOPX Comparison
Open Charts DFSVX vs PSOPX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
JPMorgan Small Cap Value I
Price$29.06
Change+$0.41 (+1.43%)
VolumeN/A
Net Assets1.25B
DFSVX vs PSOPX Comparison Chart in %
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DFSVX vs. PSOPX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PSOPX (1.25B). DFSVX pays higher dividends than PSOPX: DFSVX (1.52) vs PSOPX (0.89). 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: 61.00 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 : 11.40 vs. PSOPX (1.03). DFSVX return over 5 years is better than : 94.21 vs. PSOPX (39.25).
| 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 | 6.765 | 4.676 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.25B | 1,342% |
| Annual Yield % from dividends | 1.52 | 0.89 | 171% |
| Returns for 1 year | 11.40 | 1.03 | 1,111% |
| Returns for 3 years | 35.36 | 11.68 | 303% |
| Returns for 5 years | 94.21 | 39.25 | 240% |
| Returns for 10 years | 64.86 | 22.10 | 294% |
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