DFSTX
Price
$55.81
Change
+$4.54 (+8.86%)
Updated
Feb 3 closing price
Net Assets
18.14B
JORSX
Price
$16.89
Change
+$0.42 (+2.55%)
Updated
Feb 3 closing price
Net Assets
1.97B
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DFSTX vs JORSX

Header iconDFSTX vs JORSX Comparison
Open Charts DFSTX vs JORSXBanner chart's image
DFA US Small Cap I
Price$55.81
Change+$4.54 (+8.86%)
VolumeN/A
Net Assets18.14B
JHancock Small Cap Core R6
Price$16.89
Change+$0.42 (+2.55%)
VolumeN/A
Net Assets1.97B
DFSTX vs JORSX Comparison Chart in %
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DFSTX vs. JORSX commentary
Feb 05, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. JORSX (1.97B). DFSTX pays higher dividends than JORSX: DFSTX (1.02) vs JORSX (0.16). 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: 63.00 vs. DFSTX (5.00). 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 : 13.21 vs. JORSX (-3.82). DFSTX return over 5 years is better than : 38.07 vs. JORSX (-0.20).
DFSTXJORSXDFSTX / JORSX
Total Expense Ratio0.270.8731%
Annual Report Gross Expense Ratio0.280.8832%
Fund Existence34 years8 years-
Gain YTD6.7524.195161%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.1B1.97B919%
Annual Yield % from dividends1.020.16628%
Returns for 1 year13.21-3.82-346%
Returns for 3 years33.649.88341%
Returns for 5 years38.07-0.20-19,283%
Returns for 10 years131.31N/A-
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