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DFSVX vs OSVCX
DFSVX vs OSVCX Comparison
Open Charts DFSVX vs OSVCX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
JPMorgan Small Cap Value C
Price$17.85
Change-$0.12 (-0.67%)
VolumeN/A
Net Assets1.25B
DFSVX vs OSVCX Comparison Chart in %
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DFSVX vs. OSVCX 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 DFSVX is a Buy and OSVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. OSVCX (1.25B). DFSVX pays higher dividends than OSVCX: DFSVX (1.58) vs OSVCX (0.86). DFSVX was incepted earlier than OSVCX: DFSVX (33 years) vs OSVCX (27 years). OSVCX (1.82) is less costly to investors than DFSVX (0.31). OSVCX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (7.00). 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 : 17.52 vs. OSVCX (5.33). DFSVX return over 5 years is better than : 55.54 vs. OSVCX (-14.54).
| DFSVX | OSVCX | DFSVX / OSVCX | |
| Total Expense Ratio | 0.31 | 1.69 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.82 | 17% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 9.431 | 8.775 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.25B | 1,430% |
| Annual Yield % from dividends | 1.58 | 0.86 | 185% |
| Returns for 1 year | 17.52 | 5.33 | 329% |
| Returns for 3 years | 35.91 | 5.30 | 677% |
| Returns for 5 years | 55.54 | -14.54 | -382% |
| Returns for 10 years | 121.92 | 6.36 | 1,916% |
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