DFSTX
Price
$51.67
Change
+$0.79 (+1.55%)
Updated
Oct 20 closing price
Net Assets
16.83B
JSCHX
Price
$34.47
Change
+$0.55 (+1.62%)
Updated
Oct 20 closing price
Net Assets
1.51B
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DFSTX vs JSCHX

Header iconDFSTX vs JSCHX Comparison
Open Charts DFSTX vs JSCHXBanner chart's image
DFA US Small Cap I
Price$51.67
Change+$0.79 (+1.55%)
VolumeN/A
Net Assets16.83B
JPMorgan Small Cap Blend R6
Price$34.47
Change+$0.55 (+1.62%)
VolumeN/A
Net Assets1.51B
DFSTX vs JSCHX Comparison Chart in %
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DFSTX vs. JSCHX commentary
Oct 21, 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 JSCHX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. JSCHX (1.51B). JSCHX (1.09) and DFSTX (1.07) have matching dividends . DFSTX was incepted earlier than JSCHX: DFSTX (34 years) vs JSCHX (7 years). JSCHX (0.77) is less costly to investors than DFSTX (0.28). JSCHX is a more actively managed with annual turnover of: 49.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than JSCHX: DFSTX (0) vs JSCHX (15000000). DFSTX annual gain was more profitable for investors over the last year : 5.09 vs. JSCHX (2.43). DFSTX return over 5 years is better than : 67.04 vs. JSCHX (35.43).
DFSTXJSCHXDFSTX / JSCHX
Total Expense Ratio0.270.7436%
Annual Report Gross Expense Ratio0.280.7736%
Fund Existence34 years7 years-
Gain YTD6.5213.607181%
Front LoadN/AN/A-
Min. Initial Investment015000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.8B1.51B1,113%
Annual Yield % from dividends1.071.0998%
Returns for 1 year5.092.43209%
Returns for 3 years37.0932.14115%
Returns for 5 years67.0435.43189%
Returns for 10 years75.72N/A-
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