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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
JPMorgan Small Cap Value R6
Price$30.89
Change+$1.47 (+5.00%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX 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 JSVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. JSVUX (1.25B). DFSVX pays higher dividends than JSVUX: DFSVX (1.58) vs JSVUX (0.97). 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: 72.00 vs. DFSVX (7.00). 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 : 17.52 vs. JSVUX (12.06). DFSVX return over 5 years is better than : 55.54 vs. JSVUX (8.28).
| 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 | 9.431 | 8.844 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 1.25B | 1,430% |
| Annual Yield % from dividends | 1.58 | 0.97 | 163% |
| Returns for 1 year | 17.52 | 12.06 | 145% |
| Returns for 3 years | 35.91 | 18.03 | 199% |
| Returns for 5 years | 55.54 | 8.28 | 671% |
| Returns for 10 years | 121.92 | 52.04 | 234% |
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