Interact to see
Advertisement
Advertisement
DFFVX vs JMCRX
DFFVX vs JMCRX Comparison
Open Charts DFFVX vs JMCRX
DFA US Targeted Value I
Price$31.85
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets12.36B
DFFVX vs JMCRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. JMCRX commentary
May 24, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. JMCRX (25M). DFFVX pays higher dividends than JMCRX: DFFVX (1.71) 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 : -1.47 vs. JMCRX (-8.56). DFFVX return over 5 years is better than : 108.13 vs. JMCRX (63.86).
| 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 | -6.926 | -9.544 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 25M | 49,600% |
| Annual Yield % from dividends | 1.71 | 0.00 | - |
| Returns for 1 year | -1.47 | -8.56 | 17% |
| Returns for 3 years | 17.12 | 13.93 | 123% |
| Returns for 5 years | 108.13 | 63.86 | 169% |
| Returns for 10 years | 44.83 | 31.36 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers