DFSTX
Price
$53.44
Change
-$0.07 (-0.13%)
Updated
Dec 26 closing price
Net Assets
17.52B
JOPPX
Price
$55.15
Change
+$0.12 (+0.22%)
Updated
Dec 26 closing price
Net Assets
180.78M
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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$53.44
Change-$0.07 (-0.13%)
VolumeN/A
Net Assets17.52B
Johnson Opportunity
Price$55.15
Change+$0.12 (+0.22%)
VolumeN/A
Net Assets180.78M
DFSTX vs JOPPX Comparison Chart in %
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DFSTX vs. JOPPX commentary
Dec 27, 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 DFSTX is a Hold and JOPPX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. JOPPX (181M). DFSTX pays higher dividends than JOPPX: DFSTX (1.05) vs JOPPX (0.59). 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 (6.00). 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 : 8.22 vs. JOPPX (-0.23). DFSTX return over 5 years is better than : 44.84 vs. JOPPX (24.69).
DFSTXJOPPXDFSTX / JOPPX
Total Expense Ratio0.270.9030%
Annual Report Gross Expense Ratio0.280.9031%
Fund Existence34 years32 years-
Gain YTD10.1706.324161%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.5B181M9,669%
Annual Yield % from dividends1.050.59179%
Returns for 1 year8.22-0.23-3,541%
Returns for 3 years42.4821.54197%
Returns for 5 years44.8424.69182%
Returns for 10 years93.8149.69189%
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