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DFFVX vs PSOAX
DFFVX vs PSOAX Comparison
Open Charts DFFVX vs PSOAX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
JPMorgan Small Cap Value A
Price$24.97
Change-$0.20 (-0.79%)
VolumeN/A
Net Assets1.22B
DFFVX vs PSOAX Comparison Chart in %
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DFFVX vs. PSOAX commentary
Aug 18, 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 Hold and PSOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. PSOAX (1.22B). DFFVX pays higher dividends than PSOAX: DFFVX (1.62) vs PSOAX (0.84). DFFVX was incepted earlier than PSOAX: DFFVX (26 years) vs PSOAX (31 years). PSOAX (1.28) is less costly to investors than DFFVX (0.30). PSOAX is a more actively managed with annual turnover of: 61.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than PSOAX: DFFVX (0) vs PSOAX (1000). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. PSOAX (-1.76). DFFVX return over 5 years is better than : 91.20 vs. PSOAX (26.84).
| DFFVX | PSOAX | DFFVX / PSOAX | |
| Total Expense Ratio | 0.29 | 1.19 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.28 | 23% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 2.742 | 1.319 | 208% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.22B | 1,095% |
| Annual Yield % from dividends | 1.62 | 0.84 | 193% |
| Returns for 1 year | 8.01 | -1.76 | -455% |
| Returns for 3 years | 20.63 | -3.69 | -560% |
| Returns for 5 years | 91.20 | 26.84 | 340% |
| Returns for 10 years | 66.57 | 3.85 | 1,728% |
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