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DFFVX vs JSVQX
DFFVX vs JSVQX Comparison
Open Charts DFFVX vs JSVQX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
JPMorgan Small Cap Value R4
Price$30.82
Change+$1.46 (+4.97%)
VolumeN/A
Net Assets1.26B
DFFVX vs JSVQX Comparison Chart in %
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DFFVX vs. JSVQX commentary
Feb 05, 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 JSVQX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. JSVQX (1.26B). DFFVX pays higher dividends than JSVQX: DFFVX (1.58) vs JSVQX (0.75). DFFVX was incepted earlier than JSVQX: DFFVX (26 years) vs JSVQX (9 years). JSVQX (1.18) is less costly to investors than DFFVX (0.30). JSVQX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (10.00). DFFVX (0) and JSVQX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. JSVQX (11.77). DFFVX return over 5 years is better than : 62.65 vs. JSVQX (7.07).
| DFFVX | JSVQX | DFFVX / JSVQX | |
| Total Expense Ratio | 0.29 | 0.99 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.18 | 25% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 8.680 | 8.828 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.26B | 1,183% |
| Annual Yield % from dividends | 1.58 | 0.75 | 211% |
| Returns for 1 year | 17.44 | 11.77 | 148% |
| Returns for 3 years | 37.63 | 17.13 | 220% |
| Returns for 5 years | 62.65 | 7.07 | 887% |
| Returns for 10 years | 141.58 | N/A | - |
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