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DFSVX vs PSOPX
DFSVX vs PSOPX Comparison
Open Charts DFSVX vs PSOPX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
JPMorgan Small Cap Value I
Price$27.61
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets1.23B
DFSVX vs PSOPX Comparison Chart in %
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DFSVX vs. PSOPX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. PSOPX (1.23B). DFSVX pays higher dividends than PSOPX: DFSVX (1.67) vs PSOPX (0.96). DFSVX was incepted earlier than PSOPX: DFSVX (32 years) vs PSOPX (30 years). PSOPX (1.01) is less costly to investors than DFSVX (0.31). PSOPX is a more actively managed with annual turnover of: 61.00 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 : 9.45 vs. PSOPX (3.23). DFSVX return over 5 years is better than : 105.30 vs. PSOPX (47.64).
| DFSVX | PSOPX | DFSVX / PSOPX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 32 years | 30 years | - |
| Gain YTD | 1.067 | 0.877 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.23B | 1,306% |
| Annual Yield % from dividends | 1.67 | 0.96 | 173% |
| Returns for 1 year | 9.45 | 3.23 | 292% |
| Returns for 3 years | 32.84 | 11.87 | 277% |
| Returns for 5 years | 105.30 | 47.64 | 221% |
| Returns for 10 years | 45.10 | 6.62 | 682% |
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