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DFFVX vs JSVZX
DFFVX vs JSVZX Comparison
Open Charts DFFVX vs JSVZX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.92B
JPMorgan Small Cap Value R2
Price$25.53
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets1.25B
DFFVX vs JSVZX Comparison Chart in %
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DFFVX vs. JSVZX commentary
Sep 06, 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: 13.9B vs. JSVZX (1.25B). DFFVX pays higher dividends than JSVZX: DFFVX (1.50) vs JSVZX (0.61). 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 : 13.85 vs. JSVZX (1.83). DFFVX return over 5 years is better than : 105.61 vs. JSVZX (33.61).
| 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 | 8.027 | 5.751 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 1.25B | 1,110% |
| Annual Yield % from dividends | 1.50 | 0.61 | 247% |
| Returns for 1 year | 13.85 | 1.83 | 756% |
| Returns for 3 years | 40.17 | 10.95 | 367% |
| Returns for 5 years | 105.61 | 33.61 | 314% |
| Returns for 10 years | 83.26 | 10.21 | 816% |
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