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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
JPMorgan Small Cap Value R6
Price$28.98
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.27B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Dec 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 JSVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. JSVUX (1.27B). DFSVX pays higher dividends than JSVUX: DFSVX (1.62) vs JSVUX (0.99). 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 (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 : 9.08 vs. JSVUX (5.06). DFSVX return over 5 years is better than : 62.40 vs. JSVUX (12.25).
| 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 | 9.664 | 5.899 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.27B | 1,325% |
| Annual Yield % from dividends | 1.62 | 0.99 | 164% |
| Returns for 1 year | 9.08 | 5.06 | 179% |
| Returns for 3 years | 39.53 | 23.88 | 166% |
| Returns for 5 years | 62.40 | 12.25 | 509% |
| Returns for 10 years | 79.47 | 27.50 | 289% |
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