Interact to see
Advertisement
Advertisement
DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
DFA US Targeted Value I
Price$37.61
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets14.08B
JPMorgan Small Cap Value R5
Price$28.91
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.27B
DFFVX vs JSVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. JSVRX commentary
Dec 26, 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 Buy and JSVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. JSVRX (1.27B). DFFVX pays higher dividends than JSVRX: DFFVX (1.65) vs JSVRX (0.91). 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 : 10.25 vs. JSVRX (4.96). DFFVX return over 5 years is better than : 69.65 vs. JSVRX (11.74).
| 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 | 10.992 | 5.797 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 1.27B | 1,112% |
| Annual Yield % from dividends | 1.65 | 0.91 | 183% |
| Returns for 1 year | 10.25 | 4.96 | 207% |
| Returns for 3 years | 43.33 | 23.50 | 184% |
| Returns for 5 years | 69.65 | 11.74 | 593% |
| Returns for 10 years | 99.61 | 26.32 | 378% |
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 % |
| MSTP | 3.01 | 0.03 | +1.17% |
| GraniteShares 2x Long MSTR Daily ETF | |||
| RLTY | 14.55 | 0.12 | +0.83% |
| Cohen & Steers Real Estate Opportunities and Income Fund | |||
| WLDR | 35.79 | 0.09 | +0.26% |
| Affinity World Leaders Equity ETF | |||
| USVM | 92.93 | 0.23 | +0.25% |
| VictoryShares US Sm Md Cp Val Momt ETF | |||
| JIII | 50.35 | 0.05 | +0.09% |
| Janus Henderson Income ETF | |||