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DFSVX vs PSOPX
DFSVX vs PSOPX Comparison
Open Charts DFSVX vs PSOPX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
JPMorgan Small Cap Value I
Price$30.77
Change+$0.53 (+1.75%)
VolumeN/A
Net Assets1.28B
DFSVX vs PSOPX Comparison Chart in %
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DFSVX vs. PSOPX commentary
Dec 05, 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: 16.7B vs. PSOPX (1.28B). 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: 49.00 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 : 0.82 vs. PSOPX (-1.15). DFSVX return over 5 years is better than : 62.61 vs. PSOPX (20.74).
| 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 | 8.912 | 12.768 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.28B | 1,302% |
| Annual Yield % from dividends | 1.62 | 0.83 | 197% |
| Returns for 1 year | 0.82 | -1.15 | -72% |
| Returns for 3 years | 23.63 | 13.20 | 179% |
| Returns for 5 years | 62.61 | 20.74 | 302% |
| Returns for 10 years | 64.29 | 23.68 | 272% |
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