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DFSVX vs PSOPX
DFSVX vs PSOPX Comparison
Open Charts DFSVX vs PSOPX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
JPMorgan Small Cap Value I
Price$25.60
Change-$0.47 (-1.80%)
VolumeN/A
Net Assets1.15B
DFSVX vs PSOPX Comparison Chart
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DFSVX vs. PSOPX commentary
Jun 16, 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 Hold and PSOPX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. PSOPX (1.15B). DFSVX pays higher dividends than PSOPX: DFSVX (1.65) 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 : 1.83 vs. PSOPX (-5.04). DFSVX return over 5 years is better than : 86.94 vs. PSOPX (35.59).
| 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 | -6.462 | -6.736 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.15B | 1,295% |
| Annual Yield % from dividends | 1.65 | 0.96 | 172% |
| Returns for 1 year | 1.83 | -5.04 | -36% |
| Returns for 3 years | 19.38 | 2.38 | 815% |
| Returns for 5 years | 86.94 | 35.59 | 244% |
| Returns for 10 years | 30.89 | -3.65 | -847% |
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