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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
JPMorgan Small Cap Value R6
Price$30.27
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets1.26B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Jan 15, 2026
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: 17.5B vs. JSVUX (1.26B). DFSVX pays higher dividends than JSVUX: DFSVX (1.69) vs JSVUX (1.03). 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 : 13.71 vs. JSVUX (10.85). DFSVX return over 5 years is better than : 55.39 vs. JSVUX (8.09).
| 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 | 5.771 | 6.660 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 1.26B | 1,386% |
| Annual Yield % from dividends | 1.69 | 1.03 | 164% |
| Returns for 1 year | 13.71 | 10.85 | 126% |
| Returns for 3 years | 37.53 | 21.92 | 171% |
| Returns for 5 years | 55.39 | 8.09 | 684% |
| Returns for 10 years | 114.57 | 50.95 | 225% |
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