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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
JPMorgan Small Cap Value R5
Price$28.91
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.26B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Dec 26, 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 JSVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. JSVRX (1.26B). DFSVX pays higher dividends than JSVRX: DFSVX (1.62) vs JSVRX (0.91). 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 : 9.08 vs. JSVRX (4.96). DFSVX return over 5 years is better than : 62.40 vs. JSVRX (11.74).
| 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 | 9.664 | 5.797 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.26B | 1,329% |
| Annual Yield % from dividends | 1.62 | 0.91 | 179% |
| Returns for 1 year | 9.08 | 4.96 | 183% |
| Returns for 3 years | 39.53 | 23.50 | 168% |
| Returns for 5 years | 62.40 | 11.74 | 531% |
| Returns for 10 years | 79.47 | 26.32 | 302% |
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