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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
JPMorgan Small Cap Value R6
Price$27.90
Change-$0.23 (-0.82%)
VolumeN/A
Net Assets1.22B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Aug 18, 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 StrongBuy and JSVUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. JSVUX (1.22B). DFSVX pays higher dividends than JSVUX: DFSVX (1.64) vs JSVUX (1.14). DFSVX was incepted earlier than JSVUX: DFSVX (32 years) vs JSVUX (20 years). JSVUX (0.76) is less costly to investors than DFSVX (0.31). JSVUX is a more actively managed with annual turnover of: 61.00 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 : 5.62 vs. JSVUX (-0.73). DFSVX return over 5 years is better than : 80.15 vs. JSVUX (33.13).
| DFSVX | JSVUX | DFSVX / JSVUX | |
| Total Expense Ratio | 0.31 | 0.74 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 1.483 | 1.591 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.22B | 1,325% |
| Annual Yield % from dividends | 1.64 | 1.14 | 144% |
| Returns for 1 year | 5.62 | -0.73 | -769% |
| Returns for 3 years | 16.09 | -1.18 | -1,362% |
| Returns for 5 years | 80.15 | 33.13 | 242% |
| Returns for 10 years | 50.63 | 13.17 | 385% |
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