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DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
JPMorgan Small Cap Value A
Price$26.28
Change+$0.17 (+0.65%)
VolumeN/A
Net Assets1.25B
DFSVX vs PSOAX Comparison Chart in %
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DFSVX vs. PSOAX commentary
Sep 29, 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: 16.5B vs. PSOAX (1.25B). 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 : 6.87 vs. PSOAX (0.44). DFSVX return over 5 years is better than : 108.39 vs. PSOAX (48.69).
| 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 | 5.663 | 6.940 | 82% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.25B | 1,320% |
| Annual Yield % from dividends | 1.52 | 0.79 | 193% |
| Returns for 1 year | 6.87 | 0.44 | 1,554% |
| Returns for 3 years | 43.95 | 21.63 | 203% |
| Returns for 5 years | 108.39 | 48.69 | 223% |
| Returns for 10 years | 73.20 | 19.38 | 378% |
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