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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
JPMorgan Small Cap Value R6
Price$25.71
Change-$0.48 (-1.83%)
VolumeN/A
Net Assets1.15B
DFSVX vs JSVUX Comparison Chart
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DFSVX vs. JSVUX commentary
Jun 16, 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: 14.9B vs. JSVUX (1.15B). DFSVX pays higher dividends than JSVUX: DFSVX (1.65) 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 : 1.83 vs. JSVUX (-4.86). DFSVX return over 5 years is better than : 86.94 vs. JSVUX (36.90).
| 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 | -6.462 | -6.696 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 1.15B | 1,295% |
| Annual Yield % from dividends | 1.65 | 1.16 | 142% |
| Returns for 1 year | 1.83 | -4.86 | -38% |
| Returns for 3 years | 19.38 | 2.84 | 683% |
| Returns for 5 years | 86.94 | 36.90 | 236% |
| Returns for 10 years | 30.89 | -1.90 | -1,622% |
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