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DFSVX vs PSOPX
DFSVX vs PSOPX Comparison
Open Charts DFSVX vs PSOPX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
JPMorgan Small Cap Value I
Price$28.68
Change-$0.09 (-0.31%)
VolumeN/A
Net Assets1.21B
DFSVX vs PSOPX Comparison Chart in %
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DFSVX vs. PSOPX 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 PSOPX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. PSOPX (1.21B). DFSVX pays higher dividends than PSOPX: DFSVX (1.69) 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: 72.00 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 : -3.00 vs. PSOPX (-5.11). DFSVX return over 5 years is better than : 61.32 vs. PSOPX (20.82).
| 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 | 1.159 | 5.109 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 1.21B | 1,296% |
| Annual Yield % from dividends | 1.69 | 0.86 | 197% |
| Returns for 1 year | -3.00 | -5.11 | 59% |
| Returns for 3 years | 17.38 | 7.78 | 223% |
| Returns for 5 years | 61.32 | 20.82 | 294% |
| Returns for 10 years | 53.46 | 15.02 | 356% |
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