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DFFVX vs JSVZX
DFFVX vs JSVZX Comparison
Open Charts DFFVX vs JSVZX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
JPMorgan Small Cap Value R2
Price$24.41
Change-$0.20 (-0.81%)
VolumeN/A
Net Assets1.22B
DFFVX vs JSVZX Comparison Chart in %
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DFFVX vs. JSVZX commentary
Aug 17, 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 JSVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. JSVZX (1.22B). DFFVX pays higher dividends than JSVZX: DFFVX (1.62) vs JSVZX (0.65). DFFVX was incepted earlier than JSVZX: DFFVX (26 years) vs JSVZX (17 years). JSVZX (1.60) is less costly to investors than DFFVX (0.30). JSVZX is a more actively managed with annual turnover of: 61.00 vs. DFFVX (7.00). DFFVX (0) and JSVZX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 11.41 vs. JSVZX (0.88). DFFVX return over 5 years is better than : 92.89 vs. JSVZX (25.72).
| DFFVX | JSVZX | DFFVX / JSVZX | |
| Total Expense Ratio | 0.29 | 1.49 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.60 | 19% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 3.652 | 1.941 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.22B | 1,095% |
| Annual Yield % from dividends | 1.62 | 0.65 | 250% |
| Returns for 1 year | 11.41 | 0.88 | 1,298% |
| Returns for 3 years | 22.68 | -3.75 | -605% |
| Returns for 5 years | 92.89 | 25.72 | 361% |
| Returns for 10 years | 67.15 | 0.83 | 8,068% |