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DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
JPMorgan Small Cap Value A
Price$26.29
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.24B
DFSVX vs PSOAX Comparison Chart in %
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DFSVX vs. PSOAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. PSOAX (1.24B). DFSVX pays higher dividends than PSOAX: DFSVX (1.66) 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 : 0.38 vs. PSOAX (-2.65). DFSVX return over 5 years is better than : 80.47 vs. PSOAX (31.45).
| 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 | 2.475 | 6.981 | 35% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.24B | 1,278% |
| Annual Yield % from dividends | 1.66 | 0.76 | 218% |
| Returns for 1 year | 0.38 | -2.65 | -14% |
| Returns for 3 years | 28.43 | 14.13 | 201% |
| Returns for 5 years | 80.47 | 31.45 | 256% |
| Returns for 10 years | 55.60 | 10.30 | 540% |
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