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DFFVX vs JSVQX
DFFVX vs JSVQX Comparison
Open Charts DFFVX vs JSVQX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
JPMorgan Small Cap Value R4
Price$27.83
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets1.22B
DFFVX vs JSVQX Comparison Chart in %
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DFFVX vs. JSVQX commentary
Aug 18, 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 JSVQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. JSVQX (1.22B). DFFVX pays higher dividends than JSVQX: DFFVX (1.62) vs JSVQX (0.93). DFFVX was incepted earlier than JSVQX: DFFVX (26 years) vs JSVQX (9 years). JSVQX (1.01) is less costly to investors than DFFVX (0.30). JSVQX is a more actively managed with annual turnover of: 61.00 vs. DFFVX (7.00). DFFVX (0) and JSVQX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. JSVQX (-0.99). DFFVX return over 5 years is better than : 91.20 vs. JSVQX (31.71).
| DFFVX | JSVQX | DFFVX / JSVQX | |
| Total Expense Ratio | 0.29 | 0.99 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.01 | 30% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 2.742 | 1.463 | 187% |
| 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 | 0.93 | 175% |
| Returns for 1 year | 8.01 | -0.99 | -807% |
| Returns for 3 years | 20.63 | -1.83 | -1,129% |
| Returns for 5 years | 91.20 | 31.71 | 288% |
| Returns for 10 years | 66.57 | N/A | - |
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