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DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
DFA US Targeted Value I
Price$39.06
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets14.62B
JPMorgan Small Cap Value R5
Price$30.19
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets1.26B
DFFVX vs JSVRX Comparison Chart in %
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DFFVX vs. JSVRX commentary
Jan 15, 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 Hold and JSVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.6B vs. JSVRX (1.26B). DFFVX pays higher dividends than JSVRX: DFFVX (1.69) vs JSVRX (0.94). DFFVX was incepted earlier than JSVRX: DFFVX (26 years) vs JSVRX (20 years). JSVRX (0.87) is less costly to investors than DFFVX (0.30). JSVRX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX (0) and JSVRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 14.93 vs. JSVRX (10.69). DFFVX return over 5 years is better than : 62.53 vs. JSVRX (7.54).
| DFFVX | JSVRX | DFFVX / JSVRX | |
| Total Expense Ratio | 0.29 | 0.84 | 35% |
| Annual Report Gross Expense Ratio | 0.30 | 0.87 | 34% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 5.625 | 6.641 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 1.26B | 1,156% |
| Annual Yield % from dividends | 1.69 | 0.94 | 179% |
| Returns for 1 year | 14.93 | 10.69 | 140% |
| Returns for 3 years | 40.35 | 21.53 | 187% |
| Returns for 5 years | 62.53 | 7.54 | 829% |
| Returns for 10 years | 137.45 | 49.49 | 278% |
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