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DFFVX vs JSVUX
DFFVX vs JSVUX Comparison
Open Charts DFFVX vs JSVUX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
JPMorgan Small Cap Value R6
Price$29.28
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.26B
DFFVX vs JSVUX Comparison Chart in %
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DFFVX vs. JSVUX commentary
Sep 08, 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 JSVUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. JSVUX (1.26B). DFFVX pays higher dividends than JSVUX: DFFVX (1.50) vs JSVUX (1.07). DFFVX was incepted earlier than JSVUX: DFFVX (26 years) vs JSVUX (21 years). JSVUX (0.76) is less costly to investors than DFFVX (0.30). JSVUX is a more actively managed with annual turnover of: 61.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than JSVUX: DFFVX (0) vs JSVUX (15000000). DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. JSVUX (3.67). DFFVX return over 5 years is better than : 105.61 vs. JSVUX (43.10).
| DFFVX | JSVUX | DFFVX / JSVUX | |
| Total Expense Ratio | 0.29 | 0.74 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 0.76 | 39% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 8.027 | 6.616 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 1.26B | 1,107% |
| Annual Yield % from dividends | 1.50 | 1.07 | 140% |
| Returns for 1 year | 13.85 | 3.67 | 377% |
| Returns for 3 years | 40.17 | 15.41 | 261% |
| Returns for 5 years | 105.61 | 43.10 | 245% |
| Returns for 10 years | 83.26 | 24.22 | 344% |
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