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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
DFSVX vs JMCRX Comparison Chart in %
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DFSVX vs. JMCRX commentary
Feb 04, 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 DFSVX is a Buy and JMCRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. JMCRX (29.4M). DFSVX pays higher dividends than JMCRX: DFSVX (1.58) vs JMCRX (0.00). DFSVX was incepted earlier than JMCRX: DFSVX (33 years) vs JMCRX (16 years). JMCRX (1.50) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 7.00 vs. JMCRX (6.00). DFSVX has a lower initial minimum investment than JMCRX: DFSVX (0) vs JMCRX (10000). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. JMCRX (9.71). DFSVX return over 5 years is better than : 55.54 vs. JMCRX (43.41).
| DFSVX | JMCRX | DFSVX / JMCRX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.50 | 21% |
| Fund Existence | 33 years | 16 years | - |
| Gain YTD | 9.431 | 7.932 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 29.4M | 60,884% |
| Annual Yield % from dividends | 1.58 | 0.00 | - |
| Returns for 1 year | 17.52 | 9.71 | 180% |
| Returns for 3 years | 35.91 | 36.69 | 98% |
| Returns for 5 years | 55.54 | 43.41 | 128% |
| Returns for 10 years | 121.92 | 81.33 | 150% |
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