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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
JPMorgan Small Cap Value R6
Price$29.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.24B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX 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 JSVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. JSVUX (1.25B). DFSVX pays higher dividends than JSVUX: DFSVX (1.66) vs JSVUX (1.04). DFSVX was incepted earlier than JSVUX: DFSVX (33 years) vs JSVUX (21 years). JSVUX (0.76) is less costly to investors than DFSVX (0.31). JSVUX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than JSVUX: DFSVX (0) vs JSVUX (15000000). DFSVX annual gain was more profitable for investors over the last year : 0.38 vs. JSVUX (-1.64). DFSVX return over 5 years is better than : 80.47 vs. JSVUX (37.96).
| DFSVX | JSVUX | DFSVX / JSVUX | |
| Total Expense Ratio | 0.31 | 0.74 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 2.475 | 7.361 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.25B | 1,277% |
| Annual Yield % from dividends | 1.66 | 1.04 | 160% |
| Returns for 1 year | 0.38 | -1.64 | -23% |
| Returns for 3 years | 28.43 | 17.24 | 165% |
| Returns for 5 years | 80.47 | 37.96 | 212% |
| Returns for 10 years | 55.60 | 20.31 | 274% |
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