Interact to see
Advertisement
Advertisement
DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
DFSVX vs JMCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. JMCRX 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 JMCRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. JMCRX (25M). DFSVX pays higher dividends than JMCRX: DFSVX (1.65) vs JMCRX (0.00). DFSVX was incepted earlier than JMCRX: DFSVX (32 years) vs JMCRX (15 years). JMCRX (1.50) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 12.00 vs. JMCRX (10.00). 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 : 1.83 vs. JMCRX (-4.95). DFSVX return over 5 years is better than : 86.94 vs. JMCRX (59.19).
| DFSVX | JMCRX | DFSVX / JMCRX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.50 | 21% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -6.462 | -8.845 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 25M | 59,600% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 1.83 | -4.95 | -37% |
| Returns for 3 years | 19.38 | 17.40 | 111% |
| Returns for 5 years | 86.94 | 59.19 | 147% |
| Returns for 10 years | 30.89 | 30.48 | 101% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PIBAX | 17.70 | -0.17 | -0.95% |
| PGIM Balanced A | |||
| SUPAX | 18.84 | -0.18 | -0.95% |
| DWS Equity Sector Strategy Fund Class A | |||
| AADEX | 27.08 | -0.30 | -1.10% |
| American Beacon Large Cap Value R5 | |||
| FNNEX | 64.67 | -0.90 | -1.37% |
| American Funds New Economy 529-F-3 | |||
| ISCWX | 91.10 | -1.28 | -1.39% |
| Voya Multi-Manager International Sm Cp W | |||