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DFSVX vs JSVQX
DFSVX vs JSVQX Comparison
Open Charts DFSVX vs JSVQX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
JPMorgan Small Cap Value R4
Price$27.66
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets1.23B
DFSVX vs JSVQX Comparison Chart in %
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DFSVX vs. JSVQX 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 JSVQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. JSVQX (1.23B). DFSVX pays higher dividends than JSVQX: DFSVX (1.67) vs JSVQX (0.94). DFSVX was incepted earlier than JSVQX: DFSVX (32 years) vs JSVQX (9 years). JSVQX (1.01) is less costly to investors than DFSVX (0.31). JSVQX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (12.00). DFSVX (0) and JSVQX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. JSVQX (3.20). DFSVX return over 5 years is better than : 105.30 vs. JSVQX (47.45).
| DFSVX | JSVQX | DFSVX / JSVQX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 1.067 | 0.843 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.23B | 1,306% |
| Annual Yield % from dividends | 1.67 | 0.94 | 178% |
| Returns for 1 year | 9.45 | 3.20 | 295% |
| Returns for 3 years | 32.84 | 11.75 | 279% |
| Returns for 5 years | 105.30 | 47.45 | 222% |
| Returns for 10 years | 45.10 | N/A | - |
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