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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
JPMorgan Small Cap Value R5
Price$30.19
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets1.26B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Jan 15, 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 Hold and JSVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. JSVRX (1.26B). DFSVX pays higher dividends than JSVRX: DFSVX (1.69) vs JSVRX (0.94). DFSVX was incepted earlier than JSVRX: DFSVX (33 years) vs JSVRX (20 years). JSVRX (0.87) is less costly to investors than DFSVX (0.31). JSVRX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX (0) and JSVRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 13.71 vs. JSVRX (10.69). DFSVX return over 5 years is better than : 55.39 vs. JSVRX (7.54).
| DFSVX | JSVRX | DFSVX / JSVRX | |
| Total Expense Ratio | 0.31 | 0.84 | 37% |
| Annual Report Gross Expense Ratio | 0.31 | 0.87 | 36% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 5.771 | 6.641 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.26B | 1,386% |
| Annual Yield % from dividends | 1.69 | 0.94 | 179% |
| Returns for 1 year | 13.71 | 10.69 | 128% |
| Returns for 3 years | 37.53 | 21.53 | 174% |
| Returns for 5 years | 55.39 | 7.54 | 735% |
| Returns for 10 years | 114.57 | 49.49 | 231% |
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