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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
JPMorgan Small Cap Value R6
Price$29.28
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.26B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. JSVUX (1.26B). DFSVX pays higher dividends than JSVUX: DFSVX (1.52) vs JSVUX (1.07). 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: 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 : 11.40 vs. JSVUX (3.67). DFSVX return over 5 years is better than : 94.21 vs. JSVUX (43.10).
| 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 | 6.765 | 6.616 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.26B | 1,338% |
| Annual Yield % from dividends | 1.52 | 1.07 | 142% |
| Returns for 1 year | 11.40 | 3.67 | 311% |
| Returns for 3 years | 35.36 | 15.41 | 230% |
| Returns for 5 years | 94.21 | 43.10 | 219% |
| Returns for 10 years | 64.86 | 24.22 | 268% |
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