Interact to see
Advertisement
Advertisement
DFSVX vs OSVCX
DFSVX vs OSVCX Comparison
Open Charts DFSVX vs OSVCX
DFA US Small Cap Value I
Price$54.25
Change+$0.08 (+0.15%)
VolumeN/A
Net Assets17.35B
JPMorgan Small Cap Value C
Price$17.49
Change+$0.15 (+0.87%)
VolumeN/A
Net Assets1.25B
DFSVX vs OSVCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. OSVCX commentary
Jan 15, 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 Hold and OSVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.3B vs. OSVCX (1.25B). DFSVX pays higher dividends than OSVCX: DFSVX (1.69) vs OSVCX (0.91). 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 (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 : 14.91 vs. OSVCX (5.14). DFSVX return over 5 years is better than : 51.83 vs. OSVCX (-16.72).
| 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 | 5.054 | 5.667 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 1.25B | 1,382% |
| Annual Yield % from dividends | 1.69 | 0.91 | 186% |
| Returns for 1 year | 14.91 | 5.14 | 290% |
| Returns for 3 years | 36.60 | 7.81 | 469% |
| Returns for 5 years | 51.83 | -16.72 | -310% |
| Returns for 10 years | 113.12 | 4.67 | 2,423% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HIMY | 6.24 | 0.02 | +0.28% |
| Defiance Leveraged Long +Income HIMS ETF | |||
| CLSE | 27.81 | 0.02 | +0.07% |
| Convergence Long/Short Equity ETF | |||
| FEX | 122.68 | 0.08 | +0.06% |
| First Trust Large Cap Core AlphaDEX® ETF | |||
| AIVI | 52.42 | -0.23 | -0.43% |
| WisdomTree Intl Al Enhanced Val ETF | |||
| TXUE | 32.17 | -0.19 | -0.59% |
| Thornburg International Equity ETF | |||