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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
DFSVX vs JMCRX Comparison Chart in %
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DFSVX vs. JMCRX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. JMCRX (26.7M). DFSVX pays higher dividends than JMCRX: DFSVX (1.69) vs JMCRX (0.00). DFSVX was incepted earlier than JMCRX: DFSVX (33 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 (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 : -2.43 vs. JMCRX (-8.81). DFSVX return over 5 years is better than : 68.62 vs. JMCRX (51.76).
| 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 | 15 years | - |
| Gain YTD | 3.416 | -0.745 | -459% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 26.7M | 59,551% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | -2.43 | -8.81 | 28% |
| Returns for 3 years | 20.11 | 21.43 | 94% |
| Returns for 5 years | 68.62 | 51.76 | 133% |
| Returns for 10 years | 59.40 | 39.62 | 150% |
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