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DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
JPMorgan Small Cap Value R5
Price$30.81
Change+$1.46 (+4.97%)
VolumeN/A
Net Assets1.25B
DFFVX vs JSVRX Comparison Chart in %
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DFFVX vs. JSVRX commentary
Feb 04, 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 JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. JSVRX (1.25B). DFFVX pays higher dividends than JSVRX: DFFVX (1.58) vs JSVRX (0.89). 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 (10.00). DFFVX (0) and JSVRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. JSVRX (11.91). DFFVX return over 5 years is better than : 62.65 vs. JSVRX (7.76).
| 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 | 8.680 | 8.831 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.25B | 1,190% |
| Annual Yield % from dividends | 1.58 | 0.89 | 178% |
| Returns for 1 year | 17.44 | 11.91 | 146% |
| Returns for 3 years | 37.63 | 17.64 | 213% |
| Returns for 5 years | 62.65 | 7.76 | 807% |
| Returns for 10 years | 141.58 | 50.58 | 280% |
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