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DFSVX vs OSVCX
DFSVX vs OSVCX Comparison
Open Charts DFSVX vs OSVCX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
JPMorgan Small Cap Value C
Price$16.98
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets1.23B
DFSVX vs OSVCX Comparison Chart in %
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DFSVX vs. OSVCX commentary
Jul 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 DFSVX is a Buy and OSVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. OSVCX (1.23B). DFSVX pays higher dividends than OSVCX: DFSVX (1.67) vs OSVCX (0.96). DFSVX was incepted earlier than OSVCX: DFSVX (32 years) vs OSVCX (26 years). OSVCX (1.81) is less costly to investors than DFSVX (0.31). OSVCX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than OSVCX: DFSVX (0) vs OSVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. OSVCX (-0.75). DFSVX return over 5 years is better than : 105.30 vs. OSVCX (23.99).
| DFSVX | OSVCX | DFSVX / OSVCX | |
| Total Expense Ratio | 0.31 | 1.69 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.81 | 17% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 1.067 | 0.476 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.23B | 1,306% |
| Annual Yield % from dividends | 1.67 | 0.96 | 173% |
| Returns for 1 year | 9.45 | -0.75 | -1,265% |
| Returns for 3 years | 32.84 | 1.71 | 1,918% |
| Returns for 5 years | 105.30 | 23.99 | 439% |
| Returns for 10 years | 45.10 | -20.47 | -220% |
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