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DFFVX vs JMCRX
DFFVX vs JMCRX Comparison
Open Charts DFFVX vs JMCRX
DFA US Targeted Value I
Price$35.21
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.33B
DFFVX vs JMCRX Comparison Chart in %
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DFFVX vs. JMCRX commentary
Oct 18, 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 Hold and JMCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. JMCRX (26.9M). DFFVX pays higher dividends than JMCRX: DFFVX (1.68) 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). DFFVX is a more actively managed with annual turnover of: 7.00 vs. JMCRX (6.00). 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 : 2.47 vs. JMCRX (-6.30). DFFVX return over 5 years is better than : 91.09 vs. JMCRX (59.34).
| 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 | 3.910 | 0.419 | 933% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 26.9M | 49,442% |
| Annual Yield % from dividends | 1.68 | 0.00 | - |
| Returns for 1 year | 2.47 | -6.30 | -39% |
| Returns for 3 years | 34.38 | 34.18 | 101% |
| Returns for 5 years | 91.09 | 59.34 | 154% |
| Returns for 10 years | 73.97 | 42.17 | 175% |
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