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DFFVX vs JSVUX
DFFVX vs JSVUX Comparison
Open Charts DFFVX vs JSVUX
DFA US Targeted Value I
Price$35.21
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.32B
JPMorgan Small Cap Value R6
Price$29.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.24B
DFFVX vs JSVUX Comparison Chart in %
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DFFVX vs. JSVUX commentary
Oct 19, 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 JSVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. JSVUX (1.25B). DFFVX pays higher dividends than JSVUX: DFFVX (1.68) vs JSVUX (1.04). 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: 49.00 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 : 2.47 vs. JSVUX (-1.64). DFFVX return over 5 years is better than : 91.09 vs. JSVUX (37.96).
| 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 | 3.910 | 7.361 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.25B | 1,068% |
| Annual Yield % from dividends | 1.68 | 1.04 | 162% |
| Returns for 1 year | 2.47 | -1.64 | -150% |
| Returns for 3 years | 34.38 | 17.24 | 199% |
| Returns for 5 years | 91.09 | 37.96 | 240% |
| Returns for 10 years | 73.97 | 20.31 | 364% |
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