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DFSVX vs PSOPX
DFSVX vs PSOPX Comparison
Open Charts DFSVX vs PSOPX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
JPMorgan Small Cap Value I
Price$27.55
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.22B
DFSVX vs PSOPX Comparison Chart in %
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DFSVX vs. PSOPX commentary
Jul 28, 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: 16B vs. PSOPX (1.22B). DFSVX pays higher dividends than PSOPX: DFSVX (1.67) vs PSOPX (0.96). DFSVX was incepted earlier than PSOPX: DFSVX (32 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: 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 : 0.60 vs. PSOPX (-6.29). DFSVX return over 5 years is better than : 94.25 vs. PSOPX (41.92).
| 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 | 31 years | - |
| Gain YTD | 0.901 | 0.657 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.22B | 1,309% |
| Annual Yield % from dividends | 1.67 | 0.96 | 173% |
| Returns for 1 year | 0.60 | -6.29 | -9% |
| Returns for 3 years | 27.09 | 6.83 | 397% |
| Returns for 5 years | 94.25 | 41.92 | 225% |
| Returns for 10 years | 50.73 | 9.66 | 525% |
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