Interact to see
Advertisement
Advertisement
DFSVX vs JSVPX
DFSVX vs JSVPX Comparison
Open Charts DFSVX vs JSVPX
DFA US Small Cap Value I
Price$57.50
Change+$0.99 (+1.75%)
VolumeN/A
Net Assets18.22B
JPMorgan Small Cap Value R3
Price$27.26
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.26B
DFSVX vs JSVPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. JSVPX commentary
Feb 05, 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 JSVPX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.2B vs. JSVPX (1.26B). DFSVX pays higher dividends than JSVPX: DFSVX (1.58) vs JSVPX (0.69). DFSVX was incepted earlier than JSVPX: DFSVX (33 years) vs JSVPX (9 years). JSVPX (1.30) is less costly to investors than DFSVX (0.31). JSVPX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (7.00). DFSVX (0) and JSVPX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.83 vs. JSVPX (8.84). DFSVX return over 5 years is better than : 56.93 vs. JSVPX (0.93).
| DFSVX | JSVPX | DFSVX / JSVPX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.30 | 24% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 11.348 | 8.736 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.2B | 1.26B | 1,446% |
| Annual Yield % from dividends | 1.58 | 0.69 | 229% |
| Returns for 1 year | 17.83 | 8.84 | 202% |
| Returns for 3 years | 38.29 | 14.34 | 267% |
| Returns for 5 years | 56.93 | 0.93 | 6,125% |
| Returns for 10 years | 125.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement