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DFFVX vs JMCRX
DFFVX vs JMCRX Comparison
Open Charts DFFVX vs JMCRX
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.77B
DFFVX vs JMCRX Comparison Chart
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DFFVX vs. JMCRX commentary
Jun 15, 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: 12.8B vs. JMCRX (25.5M). DFFVX pays higher dividends than JMCRX: DFFVX (1.62) 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 : 3.74 vs. JMCRX (-3.48). DFFVX return over 5 years is better than : 98.41 vs. JMCRX (62.28).
| 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 | -5.144 | -7.076 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 25.5M | 50,196% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 3.74 | -3.48 | -107% |
| Returns for 3 years | 23.80 | 19.68 | 121% |
| Returns for 5 years | 98.41 | 62.28 | 158% |
| Returns for 10 years | 47.01 | 33.01 | 142% |
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