DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.03B
JSVRX
Price
$27.61
Change
+$0.08 (+0.29%)
Updated
Jul 25 closing price
Net Assets
1.22B
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DFSVX vs JSVRX

Header iconDFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.03B
JPMorgan Small Cap Value R5
Price$27.61
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets1.22B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. JSVRX (1.22B). DFSVX pays higher dividends than JSVRX: DFSVX (1.67) vs JSVRX (1.06). DFSVX was incepted earlier than JSVRX: DFSVX (32 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 : 0.60 vs. JSVRX (-6.18). DFSVX return over 5 years is better than : 94.25 vs. JSVRX (42.73).
DFSVXJSVRXDFSVX / JSVRX
Total Expense Ratio0.310.8437%
Annual Report Gross Expense Ratio0.310.8636%
Fund Existence32 years19 years-
Gain YTD0.9010.706128%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16B1.22B1,313%
Annual Yield % from dividends1.671.06158%
Returns for 1 year0.60-6.18-10%
Returns for 3 years27.097.13380%
Returns for 5 years94.2542.73221%
Returns for 10 years50.7310.75472%
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