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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
JPMorgan Small Cap Value R5
Price$29.30
Change-$0.56 (-1.88%)
VolumeN/A
Net Assets1.23B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Nov 14, 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 Hold and JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. JSVRX (1.23B). 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 (0.86) is less costly to investors than DFSVX (0.31). JSVRX is a more actively managed with annual turnover of: 49.00 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 : -2.43 vs. JSVRX (-4.90). DFSVX return over 5 years is better than : 68.62 vs. JSVRX (26.94).
| 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 | 20 years | - |
| Gain YTD | 3.416 | 7.225 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.23B | 1,297% |
| Annual Yield % from dividends | 1.69 | 0.94 | 180% |
| Returns for 1 year | -2.43 | -4.90 | 49% |
| Returns for 3 years | 20.11 | 9.73 | 207% |
| Returns for 5 years | 68.62 | 26.94 | 255% |
| Returns for 10 years | 59.40 | 20.10 | 296% |
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