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DFSTX vs JSERX
DFSTX vs JSERX Comparison
Open Charts DFSTX vs JSERX
JPMorgan Small Cap Equity R5
Price$47.62
Change+$0.27 (+0.57%)
VolumeN/A
Net Assets3.21B
DFSTX vs JSERX Comparison Chart in %
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DFSTX vs. JSERX commentary
Jan 16, 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 JSERX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. JSERX (3.21B). DFSTX pays higher dividends than JSERX: DFSTX (1.08) vs JSERX (0.44). DFSTX was incepted earlier than JSERX: DFSTX (34 years) vs JSERX (20 years). JSERX (0.84) is less costly to investors than DFSTX (0.28). JSERX is a more actively managed with annual turnover of: 52.00 vs. DFSTX (6.00). DFSTX (0) and JSERX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 13.84 vs. JSERX (-12.91). DFSTX return over 5 years is better than : 40.65 vs. JSERX (-32.72).
| DFSTX | JSERX | DFSTX / JSERX | |
| Total Expense Ratio | 0.27 | 0.80 | 34% |
| Annual Report Gross Expense Ratio | 0.28 | 0.84 | 33% |
| Fund Existence | 34 years | 20 years | - |
| Gain YTD | 5.968 | 5.401 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 3.21B | 564% |
| Annual Yield % from dividends | 1.08 | 0.44 | 247% |
| Returns for 1 year | 13.84 | -12.91 | -107% |
| Returns for 3 years | 39.22 | -9.54 | -411% |
| Returns for 5 years | 40.65 | -32.72 | -124% |
| Returns for 10 years | 127.82 | 24.20 | 528% |
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