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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
JPMorgan Small Cap Value R5
Price$29.32
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets1.24B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. JSVRX (1.24B). DFSVX pays higher dividends than JSVRX: DFSVX (1.66) vs JSVRX (0.95). 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: 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 : 0.38 vs. JSVRX (-1.71). DFSVX return over 5 years is better than : 80.47 vs. JSVRX (37.34).
| 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 | 19 years | - |
| Gain YTD | 2.475 | 7.298 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.24B | 1,278% |
| Annual Yield % from dividends | 1.66 | 0.95 | 175% |
| Returns for 1 year | 0.38 | -1.71 | -22% |
| Returns for 3 years | 28.43 | 16.91 | 168% |
| Returns for 5 years | 80.47 | 37.34 | 216% |
| Returns for 10 years | 55.60 | 19.28 | 288% |
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