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DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
JPMorgan Small Cap Value A
Price$24.82
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets1.23B
DFSVX vs PSOAX Comparison Chart in %
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DFSVX vs. PSOAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PSOAX (1.23B). DFSVX pays higher dividends than PSOAX: DFSVX (1.67) vs PSOAX (0.85). DFSVX was incepted earlier than PSOAX: DFSVX (32 years) vs PSOAX (30 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 : 9.45 vs. PSOAX (2.36). DFSVX return over 5 years is better than : 105.30 vs. PSOAX (42.04).
| 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 | 30 years | - |
| Gain YTD | 1.067 | 0.710 | 150% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.23B | 1,306% |
| Annual Yield % from dividends | 1.67 | 0.85 | 196% |
| Returns for 1 year | 9.45 | 2.36 | 400% |
| Returns for 3 years | 32.84 | 9.57 | 343% |
| Returns for 5 years | 105.30 | 42.04 | 250% |
| Returns for 10 years | 45.10 | -0.36 | -12,528% |
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