Interact to see
Advertisement
Advertisement
DFSVX vs PSOPX
DFSVX vs PSOPX Comparison
Open Charts DFSVX vs PSOPX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
JPMorgan Small Cap Value I
Price$28.85
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.27B
DFSVX vs PSOPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. PSOPX commentary
Dec 27, 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 PSOPX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. PSOPX (1.27B). DFSVX pays higher dividends than PSOPX: DFSVX (1.62) vs PSOPX (0.83). DFSVX was incepted earlier than PSOPX: DFSVX (33 years) vs PSOPX (31 years). PSOPX (1.01) is less costly to investors than DFSVX (0.31). PSOPX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than PSOPX: DFSVX (0) vs PSOPX (1000000). DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. PSOPX (4.85). DFSVX return over 5 years is better than : 62.40 vs. PSOPX (11.19).
| DFSVX | PSOPX | DFSVX / PSOPX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 33 years | 31 years | - |
| Gain YTD | 9.664 | 5.732 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.27B | 1,325% |
| Annual Yield % from dividends | 1.62 | 0.83 | 197% |
| Returns for 1 year | 9.08 | 4.85 | 187% |
| Returns for 3 years | 39.53 | 23.17 | 171% |
| Returns for 5 years | 62.40 | 11.19 | 557% |
| Returns for 10 years | 79.47 | 25.01 | 318% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XLSI | 24.01 | 0.18 | +0.76% |
| State Street®CnsmrStpSelSectSPDR®PrmETF | |||
| EUSA | 104.74 | 0.36 | +0.34% |
| iShares MSCI USA Equal Weighted ETF | |||
| FUND | 8.73 | 0.01 | +0.11% |
| Sprott Focus Trust | |||
| OCTT | 43.68 | N/A | N/A |
| AllianzIM US Equity Buffer10 Oct ETF | |||
| SNOU | 43.13 | -3.55 | -7.60% |
| T-Rex 2X Long SNOW Daily Target ETF | |||