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DFSVX vs JSVZX
DFSVX vs JSVZX Comparison
Open Charts DFSVX vs JSVZX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
JPMorgan Small Cap Value R2
Price$24.28
Change+$0.17 (+0.71%)
VolumeN/A
Net Assets1.23B
DFSVX vs JSVZX Comparison Chart in %
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DFSVX vs. JSVZX commentary
Jul 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 JSVZX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. JSVZX (1.23B). 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 : 9.45 vs. JSVZX (1.98). DFSVX return over 5 years is better than : 105.30 vs. JSVZX (39.66).
| 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 | 1.067 | 0.574 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.23B | 1,306% |
| Annual Yield % from dividends | 1.67 | 0.66 | 254% |
| Returns for 1 year | 9.45 | 1.98 | 478% |
| Returns for 3 years | 32.84 | 8.47 | 388% |
| Returns for 5 years | 105.30 | 39.66 | 265% |
| Returns for 10 years | 45.10 | -3.32 | -1,359% |