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DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
JPMorgan Small Cap Value R5
Price$29.30
Change-$0.56 (-1.88%)
VolumeN/A
Net Assets1.23B
DFFVX vs JSVRX Comparison Chart in %
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DFFVX vs. JSVRX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. JSVRX (1.23B). DFFVX pays higher dividends than JSVRX: DFFVX (1.72) vs JSVRX (0.94). DFFVX was incepted earlier than JSVRX: DFFVX (26 years) vs JSVRX (20 years). JSVRX (0.86) is less costly to investors than DFFVX (0.30). JSVRX is a more actively managed with annual turnover of: 49.00 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 : -0.86 vs. JSVRX (-4.90). DFFVX return over 5 years is better than : 77.05 vs. JSVRX (26.94).
| 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 | 20 years | - |
| Gain YTD | 4.500 | 7.225 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.23B | 1,085% |
| Annual Yield % from dividends | 1.72 | 0.94 | 183% |
| Returns for 1 year | -0.86 | -4.90 | 18% |
| Returns for 3 years | 25.27 | 9.73 | 260% |
| Returns for 5 years | 77.05 | 26.94 | 286% |
| Returns for 10 years | 76.42 | 20.10 | 380% |
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