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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
JPMorgan Small Cap Value R5
Price$30.84
Change+$0.54 (+1.78%)
VolumeN/A
Net Assets1.28B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. JSVRX (1.28B). 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 (0.86) 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 : 0.82 vs. JSVRX (-1.05). DFSVX return over 5 years is better than : 62.61 vs. JSVRX (21.34).
| 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 | 8.912 | 12.860 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.28B | 1,302% |
| Annual Yield % from dividends | 1.62 | 0.91 | 179% |
| Returns for 1 year | 0.82 | -1.05 | -79% |
| Returns for 3 years | 23.63 | 13.52 | 175% |
| Returns for 5 years | 62.61 | 21.34 | 293% |
| Returns for 10 years | 64.29 | 24.95 | 258% |
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