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DFFVX vs OCSVX
DFFVX vs OCSVX Comparison
Open Charts DFFVX vs OCSVX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
Optimum Small-Mid Cap Value C
Price$11.12
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets610.9M
DFFVX vs OCSVX Comparison Chart in %
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DFFVX vs. OCSVX commentary
Sep 09, 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 OCSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. OCSVX (611M). DFFVX pays higher dividends than OCSVX: DFFVX (1.50) vs OCSVX (0.33). DFFVX was incepted earlier than OCSVX: DFFVX (26 years) vs OCSVX (22 years). OCSVX (2.33) is less costly to investors than DFFVX (0.30). OCSVX is a more actively managed with annual turnover of: 117.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than OCSVX: DFFVX (0) vs OCSVX (1000). DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. OCSVX (-2.49). DFFVX return over 5 years is better than : 105.61 vs. OCSVX (20.05).
| DFFVX | OCSVX | DFFVX / OCSVX | |
| Total Expense Ratio | 0.29 | 2.24 | 13% |
| Annual Report Gross Expense Ratio | 0.30 | 2.33 | 13% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 8.027 | 2.206 | 364% |
| Front Load | N/A | N/A | - |
| 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 | 0.33 | 451% |
| Returns for 1 year | 13.85 | -2.49 | -557% |
| Returns for 3 years | 40.17 | 2.16 | 1,861% |
| Returns for 5 years | 105.61 | 20.05 | 527% |
| Returns for 10 years | 83.26 | 0.44 | 19,042% |
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