DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
JSVZX
Price
$24.28
Change
+$0.17 (+0.71%)
Updated
Jul 3 closing price
Net Assets
1.23B
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DFSVX vs JSVZX

Header iconDFSVX vs JSVZX Comparison
Open Charts DFSVX vs JSVZXBanner chart's image
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.

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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).
DFSVXJSVZXDFSVX / JSVZX
Total Expense Ratio0.311.4921%
Annual Report Gross Expense Ratio0.311.6019%
Fund Existence32 years17 years-
Gain YTD1.0670.574186%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B1.23B1,306%
Annual Yield % from dividends1.670.66254%
Returns for 1 year9.451.98478%
Returns for 3 years32.848.47388%
Returns for 5 years105.3039.66265%
Returns for 10 years45.10-3.32-1,359%
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