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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
JPMorgan Small Cap Value R5
Price$25.65
Change-$0.48 (-1.84%)
VolumeN/A
Net Assets1.17B
DFSVX vs JSVRX Comparison Chart
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DFSVX vs. JSVRX commentary
Jun 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. JSVRX (1.17B). DFSVX pays higher dividends than JSVRX: DFSVX (1.65) vs JSVRX (1.05). 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 : 1.83 vs. JSVRX (-4.94). DFSVX return over 5 years is better than : 86.94 vs. JSVRX (36.28).
| DFSVX | JSVRX | DFSVX / JSVRX | |
| Total Expense Ratio | 0.31 | 0.84 | 37% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -6.462 | -6.734 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 1.17B | 1,297% |
| Annual Yield % from dividends | 1.65 | 1.05 | 157% |
| Returns for 1 year | 1.83 | -4.94 | -37% |
| Returns for 3 years | 19.38 | 2.61 | 743% |
| Returns for 5 years | 86.94 | 36.28 | 240% |
| Returns for 10 years | 30.89 | -2.73 | -1,130% |
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