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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
DFSVX vs JMCRX Comparison Chart in %
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DFSVX vs. JMCRX commentary
Jul 07, 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 Buy and JMCRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. JMCRX (27.9M). DFSVX pays higher dividends than JMCRX: DFSVX (1.67) 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 : 9.45 vs. JMCRX (3.20). DFSVX return over 5 years is better than : 105.30 vs. JMCRX (76.55).
| 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 | 1.067 | 0.605 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 27.9M | 57,706% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 9.45 | 3.20 | 295% |
| Returns for 3 years | 32.84 | 32.55 | 101% |
| Returns for 5 years | 105.30 | 76.55 | 138% |
| Returns for 10 years | 45.10 | 47.76 | 94% |
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