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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
DFSVX vs JMCRX Comparison Chart in %
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DFSVX vs. JMCRX commentary
Dec 28, 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: 16.7B vs. JMCRX (27.7M). DFSVX pays higher dividends than JMCRX: DFSVX (1.62) 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: 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 : 8.55 vs. JMCRX (3.60). DFSVX return over 5 years is better than : 62.34 vs. JMCRX (45.48).
| 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 | 9.622 | 5.726 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 27.7M | 60,289% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 8.55 | 3.60 | 237% |
| Returns for 3 years | 39.26 | 45.84 | 86% |
| Returns for 5 years | 62.34 | 45.48 | 137% |
| Returns for 10 years | 79.11 | 51.34 | 154% |
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