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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
JPMorgan Small Cap Value R6
Price$27.73
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets1.23B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. JSVUX (1.23B). DFSVX pays higher dividends than JSVUX: DFSVX (1.67) vs JSVUX (1.16). 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 : 9.45 vs. JSVUX (3.50). DFSVX return over 5 years is better than : 105.30 vs. JSVUX (49.14).
| 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 | 1.067 | 0.972 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.23B | 1,306% |
| Annual Yield % from dividends | 1.67 | 1.16 | 144% |
| Returns for 1 year | 9.45 | 3.50 | 270% |
| Returns for 3 years | 32.84 | 12.51 | 262% |
| Returns for 5 years | 105.30 | 49.14 | 214% |
| Returns for 10 years | 45.10 | 8.64 | 522% |
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