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DFFVX vs JSVPX
DFFVX vs JSVPX Comparison
Open Charts DFFVX vs JSVPX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
JPMorgan Small Cap Value R3
Price$24.90
Change-$0.20 (-0.80%)
VolumeN/A
Net Assets1.22B
DFFVX vs JSVPX Comparison Chart in %
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DFFVX vs. JSVPX commentary
Aug 19, 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 JSVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. JSVPX (1.22B). DFFVX pays higher dividends than JSVPX: DFFVX (1.62) vs JSVPX (0.82). DFFVX was incepted earlier than JSVPX: DFFVX (26 years) vs JSVPX (9 years). JSVPX (1.30) is less costly to investors than DFFVX (0.30). JSVPX is a more actively managed with annual turnover of: 61.00 vs. DFFVX (7.00). DFFVX (0) and JSVPX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. JSVPX (-1.83). DFFVX return over 5 years is better than : 91.20 vs. JSVPX (26.66).
| DFFVX | JSVPX | DFFVX / JSVPX | |
| Total Expense Ratio | 0.29 | 1.24 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.30 | 23% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 2.742 | 1.312 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.22B | 1,095% |
| Annual Yield % from dividends | 1.62 | 0.82 | 198% |
| Returns for 1 year | 8.01 | -1.83 | -437% |
| Returns for 3 years | 20.63 | -3.88 | -532% |
| Returns for 5 years | 91.20 | 26.66 | 342% |
| Returns for 10 years | 66.57 | N/A | - |
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