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DFFVX vs OASVX
DFFVX vs OASVX Comparison
Open Charts DFFVX vs OASVX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.92B
Optimum Small-Mid Cap Value A
Price$13.52
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets610.9M
DFFVX vs OASVX Comparison Chart in %
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DFFVX vs. OASVX commentary
Sep 07, 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 DFFVX is a Buy and OASVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. OASVX (611M). DFFVX pays higher dividends than OASVX: DFFVX (1.50) vs OASVX (0.68). DFFVX was incepted earlier than OASVX: DFFVX (26 years) vs OASVX (22 years). OASVX (1.58) is less costly to investors than DFFVX (0.30). OASVX is a more actively managed with annual turnover of: 117.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than OASVX: DFFVX (0) vs OASVX (1000). DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. OASVX (-0.23). DFFVX return over 5 years is better than : 105.61 vs. OASVX (30.55).
| DFFVX | OASVX | DFFVX / OASVX | |
| Total Expense Ratio | 0.29 | 1.49 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.58 | 19% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 8.027 | 2.736 | 293% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 611M | 2,275% |
| Annual Yield % from dividends | 1.50 | 0.68 | 221% |
| Returns for 1 year | 13.85 | -0.23 | -6,063% |
| Returns for 3 years | 40.17 | 7.73 | 519% |
| Returns for 5 years | 105.61 | 30.55 | 346% |
| Returns for 10 years | 83.26 | 16.24 | 513% |
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