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DFFVX vs PSOPX
DFFVX vs PSOPX Comparison
Open Charts DFFVX vs PSOPX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
JPMorgan Small Cap Value I
Price$30.75
Change+$1.46 (+4.98%)
VolumeN/A
Net Assets1.26B
DFFVX vs PSOPX Comparison Chart in %
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DFFVX vs. PSOPX commentary
Feb 04, 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 Buy and PSOPX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. PSOPX (1.26B). DFFVX pays higher dividends than PSOPX: DFFVX (1.58) vs PSOPX (0.81). DFFVX was incepted earlier than PSOPX: DFFVX (26 years) vs PSOPX (31 years). PSOPX (1.01) is less costly to investors than DFFVX (0.30). PSOPX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (10.00). DFFVX has a lower initial minimum investment than PSOPX: DFFVX (0) vs PSOPX (1000000). DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. PSOPX (11.82). DFFVX return over 5 years is better than : 62.65 vs. PSOPX (7.22).
| DFFVX | PSOPX | DFFVX / PSOPX | |
| Total Expense Ratio | 0.29 | 0.94 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 1.01 | 30% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 8.680 | 8.850 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.26B | 1,183% |
| Annual Yield % from dividends | 1.58 | 0.81 | 196% |
| Returns for 1 year | 17.44 | 11.82 | 147% |
| Returns for 3 years | 37.63 | 17.28 | 218% |
| Returns for 5 years | 62.65 | 7.22 | 868% |
| Returns for 10 years | 141.58 | 49.01 | 289% |
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