Interact to see
Advertisement
Advertisement
DFFVX vs JMCRX
DFFVX vs JMCRX Comparison
Open Charts DFFVX vs JMCRX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.92B
DFFVX vs JMCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. JMCRX commentary
Sep 07, 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: 13.9B vs. JMCRX (28.1M). DFFVX pays higher dividends than JMCRX: DFFVX (1.50) vs JMCRX (0.00). DFFVX was incepted earlier than JMCRX: DFFVX (26 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 : 13.85 vs. JMCRX (1.68). DFFVX return over 5 years is better than : 105.61 vs. JMCRX (73.24).
| DFFVX | JMCRX | DFFVX / JMCRX | |
| Total Expense Ratio | 0.29 | 1.50 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.50 | 20% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 8.027 | 4.190 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 28.1M | 49,466% |
| Annual Yield % from dividends | 1.50 | 0.00 | - |
| Returns for 1 year | 13.85 | 1.68 | 824% |
| Returns for 3 years | 40.17 | 34.74 | 116% |
| Returns for 5 years | 105.61 | 73.24 | 144% |
| Returns for 10 years | 83.26 | 58.86 | 141% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement