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DFFVX vs PSOAX
DFFVX vs PSOAX Comparison
Open Charts DFFVX vs PSOAX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
JPMorgan Small Cap Value A
Price$26.20
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets1.26B
DFFVX vs PSOAX Comparison Chart in %
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DFFVX vs. PSOAX commentary
Sep 08, 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 PSOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. PSOAX (1.26B). DFFVX pays higher dividends than PSOAX: DFFVX (1.50) vs PSOAX (0.79). 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 : 13.85 vs. PSOAX (2.60). DFFVX return over 5 years is better than : 105.61 vs. PSOAX (36.37).
| 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 | 8.027 | 6.310 | 127% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 1.26B | 1,107% |
| Annual Yield % from dividends | 1.50 | 0.79 | 190% |
| Returns for 1 year | 13.85 | 2.60 | 533% |
| Returns for 3 years | 40.17 | 12.47 | 322% |
| Returns for 5 years | 105.61 | 36.37 | 290% |
| Returns for 10 years | 83.26 | 14.01 | 594% |
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