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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
JPMorgan Small Cap Value R5
Price$29.30
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Sep 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 Buy and JSVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. JSVRX (1.25B). DFSVX pays higher dividends than JSVRX: DFSVX (1.52) vs JSVRX (0.98). DFSVX was incepted earlier than JSVRX: DFSVX (33 years) vs JSVRX (19 years). JSVRX (0.86) is less costly to investors than DFSVX (0.31). JSVRX is a more actively managed with annual turnover of: 61.00 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 : 6.87 vs. JSVRX (1.42). DFSVX return over 5 years is better than : 108.39 vs. JSVRX (55.35).
| DFSVX | JSVRX | DFSVX / JSVRX | |
| Total Expense Ratio | 0.31 | 0.84 | 37% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 5.663 | 7.225 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.25B | 1,320% |
| Annual Yield % from dividends | 1.52 | 0.98 | 156% |
| Returns for 1 year | 6.87 | 1.42 | 485% |
| Returns for 3 years | 43.95 | 24.50 | 179% |
| Returns for 5 years | 108.39 | 55.35 | 196% |
| Returns for 10 years | 73.20 | 29.06 | 252% |
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