Interact to see
Advertisement
Advertisement
DFFVX vs JMCRX
DFFVX vs JMCRX Comparison
Open Charts DFFVX vs JMCRX
DFA US Targeted Value I
Price$37.59
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets14.07B
DFFVX vs JMCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. JMCRX commentary
Dec 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 DFFVX is a Hold and JMCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. JMCRX (27.7M). DFFVX pays higher dividends than JMCRX: DFFVX (1.65) 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: 7.00 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 : 9.69 vs. JMCRX (3.60). DFFVX return over 5 years is better than : 69.56 vs. JMCRX (45.48).
| 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 | 10.933 | 5.726 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 27.7M | 50,903% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 9.69 | 3.60 | 269% |
| Returns for 3 years | 43.10 | 45.84 | 94% |
| Returns for 5 years | 69.56 | 45.48 | 153% |
| Returns for 10 years | 99.20 | 51.34 | 193% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AHLT | 27.23 | 0.59 | +2.20% |
| American Beacon AHL Trend ETF | |||
| MUNY | 103.20 | -0.07 | -0.07% |
| Vanguard New York Tx-Exm Bd ETF | |||
| PBE | 83.82 | -0.34 | -0.40% |
| Invesco Biotechnology & Genome ETF | |||
| WNTR | 38.48 | -0.68 | -1.74% |
| YieldMax MSTR Short Option Income Strategy ETF | |||
| TSLY | 39.38 | -1.33 | -3.27% |
| YieldMax TSLA Option Income Strategy ETF | |||