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DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
JPMorgan Small Cap Value R5
Price$30.84
Change+$0.54 (+1.78%)
VolumeN/A
Net Assets1.28B
DFFVX vs JSVRX Comparison Chart in %
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DFFVX vs. JSVRX commentary
Dec 05, 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 StrongBuy and JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. JSVRX (1.28B). 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 (0.86) 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 : 1.71 vs. JSVRX (-1.05). DFFVX return over 5 years is better than : 68.75 vs. JSVRX (21.34).
| 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 | 9.605 | 12.860 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 1.28B | 1,083% |
| Annual Yield % from dividends | 1.65 | 0.91 | 183% |
| Returns for 1 year | 1.71 | -1.05 | -163% |
| Returns for 3 years | 28.35 | 13.52 | 210% |
| Returns for 5 years | 68.75 | 21.34 | 322% |
| Returns for 10 years | 81.99 | 24.95 | 329% |
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