Interact to see
Advertisement
Advertisement
DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
JPMorgan Small Cap Value A
Price$24.97
Change-$0.20 (-0.79%)
VolumeN/A
Net Assets1.22B
DFSVX vs PSOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. PSOAX commentary
Aug 18, 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 StrongBuy and PSOAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PSOAX (1.22B). DFSVX pays higher dividends than PSOAX: DFSVX (1.64) vs PSOAX (0.84). DFSVX was incepted earlier than PSOAX: DFSVX (32 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 : 5.62 vs. PSOAX (-1.76). DFSVX return over 5 years is better than : 80.15 vs. PSOAX (26.84).
| DFSVX | PSOAX | DFSVX / PSOAX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.28 | 24% |
| Fund Existence | 32 years | 31 years | - |
| Gain YTD | 1.483 | 1.319 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.22B | 1,325% |
| Annual Yield % from dividends | 1.64 | 0.84 | 196% |
| Returns for 1 year | 5.62 | -1.76 | -319% |
| Returns for 3 years | 16.09 | -3.69 | -436% |
| Returns for 5 years | 80.15 | 26.84 | 299% |
| Returns for 10 years | 50.63 | 3.85 | 1,314% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement