DFSTX
Price
$55.81
Change
+$4.54 (+8.86%)
Updated
Feb 3 closing price
Net Assets
18.14B
JOPPX
Price
$54.10
Change
+$1.35 (+2.56%)
Updated
Feb 3 closing price
Net Assets
181.02M
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DFSTX vs JOPPX

Header iconDFSTX vs JOPPX Comparison
Open Charts DFSTX vs JOPPXBanner chart's image
DFA US Small Cap I
Price$55.81
Change+$4.54 (+8.86%)
VolumeN/A
Net Assets18.14B
Johnson Opportunity
Price$54.10
Change+$1.35 (+2.56%)
VolumeN/A
Net Assets181.02M
DFSTX vs JOPPX Comparison Chart in %
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DFSTX vs. JOPPX 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 DFSTX is a Hold and JOPPX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. JOPPX (181M). DFSTX pays higher dividends than JOPPX: DFSTX (1.02) vs JOPPX (0.54). DFSTX was incepted earlier than JOPPX: DFSTX (34 years) vs JOPPX (32 years). JOPPX (0.90) is less costly to investors than DFSTX (0.28). JOPPX is a more actively managed with annual turnover of: 20.74 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than JOPPX: DFSTX (0) vs JOPPX (1000000). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. JOPPX (2.41). DFSTX return over 5 years is better than : 38.07 vs. JOPPX (17.85).
DFSTXJOPPXDFSTX / JOPPX
Total Expense Ratio0.270.9030%
Annual Report Gross Expense Ratio0.280.9031%
Fund Existence34 years32 years-
Gain YTD6.7524.967136%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B181M10,000%
Annual Yield % from dividends1.020.54189%
Returns for 1 year13.212.41549%
Returns for 3 years33.6414.00240%
Returns for 5 years38.0717.85213%
Returns for 10 years131.3179.36165%
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