Interact to see
Advertisement
Advertisement
DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
DFA US Targeted Value I
Price$36.48
Change+$0.39 (+1.08%)
VolumeN/A
Net Assets13.76B
JPMorgan Small Cap Value R5
Price$29.30
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets1.25B
DFFVX vs JSVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. JSVRX commentary
Sep 28, 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 JSVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. JSVRX (1.25B). DFFVX pays higher dividends than JSVRX: DFFVX (1.50) vs JSVRX (0.98). DFFVX was incepted earlier than JSVRX: DFFVX (26 years) vs JSVRX (19 years). JSVRX (0.86) is less costly to investors than DFFVX (0.30). JSVRX is a more actively managed with annual turnover of: 61.00 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 : 9.20 vs. JSVRX (1.42). DFFVX return over 5 years is better than : 119.45 vs. JSVRX (55.35).
| DFFVX | JSVRX | DFFVX / JSVRX | |
| Total Expense Ratio | 0.29 | 0.84 | 35% |
| Annual Report Gross Expense Ratio | 0.30 | 0.86 | 35% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 7.117 | 7.225 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.25B | 1,104% |
| Annual Yield % from dividends | 1.50 | 0.98 | 153% |
| Returns for 1 year | 9.20 | 1.42 | 649% |
| Returns for 3 years | 49.44 | 24.50 | 202% |
| Returns for 5 years | 119.45 | 55.35 | 216% |
| Returns for 10 years | 93.57 | 29.06 | 322% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement