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DFSVX vs JDSAX
DFSVX vs JDSAX Comparison
Open Charts DFSVX vs JDSAX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Janus Henderson Small Cap Value A
Price$21.33
Change-$0.36 (-1.66%)
VolumeN/A
Net Assets1.21B
DFSVX vs JDSAX Comparison Chart
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DFSVX vs. JDSAX commentary
Jun 15, 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 DFSVX is a Hold and JDSAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. JDSAX (1.21B). DFSVX pays higher dividends than JDSAX: DFSVX (1.65) vs JDSAX (1.25). DFSVX was incepted earlier than JDSAX: DFSVX (32 years) vs JDSAX (16 years). JDSAX (1.56) is less costly to investors than DFSVX (0.31). JDSAX is a more actively managed with annual turnover of: 36.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than JDSAX: DFSVX (0) vs JDSAX (2500). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. JDSAX (-11.05). DFSVX return over 5 years is better than : 86.94 vs. JDSAX (25.41).
| DFSVX | JDSAX | DFSVX / JDSAX | |
| Total Expense Ratio | 0.31 | 1.56 | 20% |
| Annual Report Gross Expense Ratio | 0.31 | 1.56 | 20% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | -6.462 | -6.774 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.21B | 1,231% |
| Annual Yield % from dividends | 1.65 | 1.25 | 132% |
| Returns for 1 year | 1.83 | -11.05 | -17% |
| Returns for 3 years | 19.38 | -0.49 | -3,988% |
| Returns for 5 years | 86.94 | 25.41 | 342% |
| Returns for 10 years | 30.89 | -1.28 | -2,420% |
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