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DFSVX vs JSVZX
DFSVX vs JSVZX Comparison
Open Charts DFSVX vs JSVZX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
JPMorgan Small Cap Value R2
Price$24.22
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.22B
DFSVX vs JSVZX Comparison Chart in %
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DFSVX vs. JSVZX commentary
Jul 28, 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 JSVZX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. JSVZX (1.22B). DFSVX pays higher dividends than JSVZX: DFSVX (1.67) vs JSVZX (0.66). DFSVX was incepted earlier than JSVZX: DFSVX (32 years) vs JSVZX (17 years). JSVZX (1.60) is less costly to investors than DFSVX (0.31). JSVZX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (12.00). DFSVX (0) and JSVZX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. JSVZX (-7.46). DFSVX return over 5 years is better than : 94.25 vs. JSVZX (34.28).
| DFSVX | JSVZX | DFSVX / JSVZX | |
| Total Expense Ratio | 0.31 | 1.49 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.60 | 19% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | 0.901 | 0.325 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.22B | 1,309% |
| Annual Yield % from dividends | 1.67 | 0.66 | 254% |
| Returns for 1 year | 0.60 | -7.46 | -8% |
| Returns for 3 years | 27.09 | 3.58 | 757% |
| Returns for 5 years | 94.25 | 34.28 | 275% |
| Returns for 10 years | 50.73 | -0.57 | -8,882% |
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