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DFFVX vs JSVUX
DFFVX vs JSVUX Comparison
Open Charts DFFVX vs JSVUX
DFA US Targeted Value I
Price$37.61
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets14.08B
JPMorgan Small Cap Value R6
Price$28.98
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.27B
DFFVX vs JSVUX Comparison Chart in %
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DFFVX vs. JSVUX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. JSVUX (1.27B). DFFVX pays higher dividends than JSVUX: DFFVX (1.65) vs JSVUX (0.99). 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: 72.00 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 : 10.25 vs. JSVUX (5.06). DFFVX return over 5 years is better than : 69.65 vs. JSVUX (12.25).
| 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 | 10.992 | 5.899 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 1.27B | 1,112% |
| Annual Yield % from dividends | 1.65 | 0.99 | 167% |
| Returns for 1 year | 10.25 | 5.06 | 203% |
| Returns for 3 years | 43.33 | 23.88 | 181% |
| Returns for 5 years | 69.65 | 12.25 | 568% |
| Returns for 10 years | 99.61 | 27.50 | 362% |
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