DFSTX
Price
$50.88
Change
+$0.01 (+0.02%)
Updated
Oct 17 closing price
Net Assets
16.83B
JORSX
Price
$16.43
Change
+$0.12 (+0.74%)
Updated
Oct 17 closing price
Net Assets
2.03B
Interact to see
Advertisement

DFSTX vs JORSX

Header iconDFSTX vs JORSX Comparison
Open Charts DFSTX vs JORSXBanner chart's image
DFA US Small Cap I
Price$50.88
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets16.83B
JHancock Small Cap Core R6
Price$16.43
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets2.03B
DFSTX vs JORSX Comparison Chart in %
View a ticker or compare two or three
VS
DFSTX vs. JORSX 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 DFSTX is a Hold and JORSX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. JORSX (2.03B). DFSTX pays higher dividends than JORSX: DFSTX (1.07) vs JORSX (0.18). DFSTX was incepted earlier than JORSX: DFSTX (34 years) vs JORSX (8 years). JORSX (0.88) is less costly to investors than DFSTX (0.28). JORSX is a more actively managed with annual turnover of: 56.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than JORSX: DFSTX (0) vs JORSX (1000000). DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. JORSX (-5.84). DFSTX return over 5 years is better than : 62.62 vs. JORSX (26.50).
DFSTXJORSXDFSTX / JORSX
Total Expense Ratio0.270.8731%
Annual Report Gross Expense Ratio0.280.8832%
Fund Existence34 years8 years-
Gain YTD4.893-4.809-102%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B2.03B827%
Annual Yield % from dividends1.070.18584%
Returns for 1 year3.09-5.84-53%
Returns for 3 years34.0621.75157%
Returns for 5 years62.6226.50236%
Returns for 10 years73.60N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
KLYCY8.97N/A
N/A
Kunlun Energy Co., Ltd.
MNAT31.15N/A
N/A
Marquette National Corp.
TVLF8.15N/A
N/A
Tennessee Valley Financial Holdings, Inc.
SLOIY23.15N/A
N/A
Soitec, Bernin
SMEGF121.60-0.47
-0.38%
Siemens Energy AG