Interact to see
Advertisement
Advertisement
DFSVX vs JSVZX
DFSVX vs JSVZX Comparison
Open Charts DFSVX vs JSVZX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
JPMorgan Small Cap Value R2
Price$25.53
Change+$0.36 (+1.43%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. JSVZX commentary
Sep 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. JSVZX (1.25B). DFSVX pays higher dividends than JSVZX: DFSVX (1.52) vs JSVZX (0.61). DFSVX was incepted earlier than JSVZX: DFSVX (33 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 : 11.40 vs. JSVZX (1.83). DFSVX return over 5 years is better than : 94.21 vs. JSVZX (33.61).
| DFSVX | JSVZX | DFSVX / JSVZX | |
| Total Expense Ratio | 0.31 | 1.49 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.60 | 19% |
| Fund Existence | 33 years | 17 years | - |
| Gain YTD | 6.765 | 5.751 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.25B | 1,342% |
| Annual Yield % from dividends | 1.52 | 0.61 | 250% |
| Returns for 1 year | 11.40 | 1.83 | 623% |
| Returns for 3 years | 35.36 | 10.95 | 323% |
| Returns for 5 years | 94.21 | 33.61 | 280% |
| Returns for 10 years | 64.86 | 10.21 | 635% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GOOP | 32.61 | 0.12 | +0.36% |
| Kurv Yield Premium Str Google ETF | |||
| CPSO | 26.68 | 0.04 | +0.15% |
| Calamos S&P 500 Str Alt Prt ETF-Oct | |||
| CPZ | 16.66 | 0.02 | +0.10% |
| Calamos Long/Short Equity & Dynamic Income Trust | |||
| RISN | 28.71 | -0.10 | -0.36% |
| Inspire Tactical Balanced ETF | |||
| MLPA | 49.35 | -0.20 | -0.40% |
| Global X MLP ETF | |||