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DFFVX vs JMCRX
DFFVX vs JMCRX Comparison
Open Charts DFFVX vs JMCRX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
DFFVX vs JMCRX Comparison Chart in %
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DFFVX vs. JMCRX commentary
Feb 04, 2026
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 DFFVX is a Buy and JMCRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. JMCRX (29.4M). DFFVX pays higher dividends than JMCRX: DFFVX (1.58) vs JMCRX (0.00). DFFVX was incepted earlier than JMCRX: DFFVX (26 years) vs JMCRX (16 years). JMCRX (1.50) is less costly to investors than DFFVX (0.30). DFFVX is a more actively managed with annual turnover of: 10.00 vs. JMCRX (6.00). DFFVX has a lower initial minimum investment than JMCRX: DFFVX (0) vs JMCRX (10000). DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. JMCRX (9.71). DFFVX return over 5 years is better than : 62.65 vs. JMCRX (43.41).
| DFFVX | JMCRX | DFFVX / JMCRX | |
| Total Expense Ratio | 0.29 | 1.50 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.50 | 20% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 8.680 | 7.932 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 29.4M | 50,680% |
| Annual Yield % from dividends | 1.58 | 0.00 | - |
| Returns for 1 year | 17.44 | 9.71 | 180% |
| Returns for 3 years | 37.63 | 36.69 | 103% |
| Returns for 5 years | 62.65 | 43.41 | 144% |
| Returns for 10 years | 141.58 | 81.33 | 174% |
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