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DFFVX vs OSVCX
DFFVX vs OSVCX Comparison
Open Charts DFFVX vs OSVCX
DFA US Targeted Value I
Price$38.82
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets14.53B
JPMorgan Small Cap Value C
Price$17.49
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets1.25B
DFFVX vs OSVCX Comparison Chart in %
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DFFVX vs. OSVCX commentary
Jan 15, 2026
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 Hold and OSVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.5B vs. OSVCX (1.25B). DFFVX pays higher dividends than OSVCX: DFFVX (1.69) vs OSVCX (0.91). DFFVX was incepted earlier than OSVCX: DFFVX (26 years) vs OSVCX (27 years). OSVCX (1.82) is less costly to investors than DFFVX (0.30). OSVCX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than OSVCX: DFFVX (0) vs OSVCX (1000). DFFVX annual gain was more profitable for investors over the last year : 16.13 vs. OSVCX (5.14). DFFVX return over 5 years is better than : 58.80 vs. OSVCX (-16.72).
| DFFVX | OSVCX | DFFVX / OSVCX | |
| Total Expense Ratio | 0.29 | 1.69 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.82 | 16% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 4.976 | 5.667 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 1.25B | 1,158% |
| Annual Yield % from dividends | 1.69 | 0.91 | 186% |
| Returns for 1 year | 16.13 | 5.14 | 314% |
| Returns for 3 years | 39.49 | 7.81 | 506% |
| Returns for 5 years | 58.80 | -16.72 | -352% |
| Returns for 10 years | 135.99 | 4.67 | 2,912% |
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