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DFSTX vs JSERX
DFSTX vs JSERX Comparison
Open Charts DFSTX vs JSERX
JPMorgan Small Cap Equity R5
Price$46.16
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets3.22B
DFSTX vs JSERX Comparison Chart in %
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DFSTX vs. JSERX commentary
Dec 26, 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 JSERX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. JSERX (3.22B). DFSTX pays higher dividends than JSERX: DFSTX (1.05) vs JSERX (0.46). 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 : 8.98 vs. JSERX (-16.62). DFSTX return over 5 years is better than : 45.03 vs. JSERX (-32.28).
| 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 | 10.315 | -15.597 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 3.22B | 543% |
| Annual Yield % from dividends | 1.05 | 0.46 | 226% |
| Returns for 1 year | 8.98 | -16.62 | -54% |
| Returns for 3 years | 42.56 | -6.84 | -622% |
| Returns for 5 years | 45.03 | -32.28 | -139% |
| Returns for 10 years | 95.08 | 8.30 | 1,146% |
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