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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
JPMorgan Small Cap Value R6
Price$30.91
Change+$0.53 (+1.74%)
VolumeN/A
Net Assets1.28B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Dec 05, 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: 16.7B vs. JSVUX (1.28B). 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: 49.00 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 : 0.82 vs. JSVUX (-0.94). DFSVX return over 5 years is better than : 62.61 vs. JSVUX (21.90).
| DFSVX | JSVUX | DFSVX / JSVUX | |
| Total Expense Ratio | 0.31 | 0.74 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 8.912 | 12.952 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.28B | 1,302% |
| Annual Yield % from dividends | 1.62 | 0.99 | 164% |
| Returns for 1 year | 0.82 | -0.94 | -88% |
| Returns for 3 years | 23.63 | 13.85 | 171% |
| Returns for 5 years | 62.61 | 21.90 | 286% |
| Returns for 10 years | 64.29 | 26.06 | 247% |
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