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DFFVX vs JMCRX
DFFVX vs JMCRX Comparison
Open Charts DFFVX vs JMCRX
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
DFFVX vs JMCRX Comparison Chart in %
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DFFVX vs. JMCRX commentary
Jul 05, 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 DFFVX is a Buy and JMCRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. JMCRX (27.9M). DFFVX pays higher dividends than JMCRX: DFFVX (1.63) vs JMCRX (0.00). DFFVX was incepted earlier than JMCRX: DFFVX (25 years) vs JMCRX (15 years). JMCRX (1.50) is less costly to investors than DFFVX (0.30). JMCRX is a more actively managed with annual turnover of: 10.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than JMCRX: DFFVX (0) vs JMCRX (10000). DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. JMCRX (3.20). DFFVX return over 5 years is better than : 116.56 vs. JMCRX (76.55).
| DFFVX | JMCRX | DFFVX / JMCRX | |
| Total Expense Ratio | 0.29 | 1.50 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.50 | 20% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 2.331 | 0.605 | 385% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 27.9M | 48,029% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | 11.79 | 3.20 | 369% |
| Returns for 3 years | 37.51 | 32.55 | 115% |
| Returns for 5 years | 116.56 | 76.55 | 152% |
| Returns for 10 years | 62.84 | 47.76 | 132% |
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