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DFSVX vs PSOAX
DFSVX vs PSOAX Comparison
Open Charts DFSVX vs PSOAX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
JPMorgan Small Cap Value A
Price$27.64
Change+$0.47 (+1.73%)
VolumeN/A
Net Assets1.28B
DFSVX vs PSOAX Comparison Chart in %
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DFSVX vs. PSOAX commentary
Dec 04, 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: 16.7B vs. PSOAX (1.28B). DFSVX pays higher dividends than PSOAX: DFSVX (1.62) vs PSOAX (0.73). 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 : -1.41 vs. PSOAX (-3.86). DFSVX return over 5 years is better than : 64.61 vs. PSOAX (18.09).
| 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 | 7.303 | 11.091 | 66% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.28B | 1,302% |
| Annual Yield % from dividends | 1.62 | 0.73 | 222% |
| Returns for 1 year | -1.41 | -3.86 | 37% |
| Returns for 3 years | 21.80 | 9.47 | 230% |
| Returns for 5 years | 64.61 | 18.09 | 357% |
| Returns for 10 years | 61.86 | 14.09 | 439% |
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