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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
JPMorgan Small Cap Value R5
Price$30.81
Change+$1.46 (+4.97%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Feb 04, 2026
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: 17.9B vs. JSVRX (1.25B). DFSVX pays higher dividends than JSVRX: DFSVX (1.58) vs JSVRX (0.89). 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 (7.00). DFSVX (0) and JSVRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. JSVRX (11.91). DFSVX return over 5 years is better than : 55.54 vs. JSVRX (7.76).
| 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 | 9.431 | 8.831 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.25B | 1,430% |
| Annual Yield % from dividends | 1.58 | 0.89 | 178% |
| Returns for 1 year | 17.52 | 11.91 | 147% |
| Returns for 3 years | 35.91 | 17.64 | 204% |
| Returns for 5 years | 55.54 | 7.76 | 715% |
| Returns for 10 years | 121.92 | 50.58 | 241% |
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