Interact to see
Advertisement
Advertisement
DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$50.09
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets16.19B
JPMorgan Small Cap Value A
Price$26.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.25B
DFSVX vs PSOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. PSOAX commentary
Nov 14, 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 Hold and PSOAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. PSOAX (1.25B). DFSVX pays higher dividends than PSOAX: DFSVX (1.69) vs PSOAX (0.76). 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: 49.00 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 : -1.72 vs. PSOAX (-4.69). DFSVX return over 5 years is better than : 70.67 vs. PSOAX (23.91).
| 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 | 4.670 | 8.975 | 52% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 1.25B | 1,296% |
| Annual Yield % from dividends | 1.69 | 0.76 | 223% |
| Returns for 1 year | -1.72 | -4.69 | 37% |
| Returns for 3 years | 20.64 | 7.93 | 260% |
| Returns for 5 years | 70.67 | 23.91 | 296% |
| Returns for 10 years | 63.06 | 14.34 | 440% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement