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DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
JPMorgan Small Cap Value A
Price$26.20
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets1.26B
DFSVX vs PSOAX Comparison Chart in %
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DFSVX vs. PSOAX commentary
Sep 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 PSOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PSOAX (1.26B). DFSVX pays higher dividends than PSOAX: DFSVX (1.52) vs PSOAX (0.79). DFSVX was incepted earlier than PSOAX: DFSVX (33 years) vs PSOAX (31 years). PSOAX (1.28) is less costly to investors than DFSVX (0.31). PSOAX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PSOAX: DFSVX (0) vs PSOAX (1000). DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. PSOAX (2.60). DFSVX return over 5 years is better than : 94.21 vs. PSOAX (36.37).
| DFSVX | PSOAX | DFSVX / PSOAX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.28 | 24% |
| Fund Existence | 33 years | 31 years | - |
| Gain YTD | 6.765 | 6.310 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.26B | 1,338% |
| Annual Yield % from dividends | 1.52 | 0.79 | 193% |
| Returns for 1 year | 11.40 | 2.60 | 439% |
| Returns for 3 years | 35.36 | 12.47 | 284% |
| Returns for 5 years | 94.21 | 36.37 | 259% |
| Returns for 10 years | 64.86 | 14.01 | 463% |
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