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DFFVX vs JSVPX
DFFVX vs JSVPX Comparison
Open Charts DFFVX vs JSVPX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R3
Price$24.64
Change-$1.16 (-4.50%)
VolumeN/A
CapitalizationN/A
DFFVX vs JSVPX Comparison Chart
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DFFVX vs. JSVPX commentary
Dec 19, 2024
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 JSVPX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. JSVPX (1.32B). DFFVX pays higher dividends than JSVPX: DFFVX (1.37) vs JSVPX (1.21). DFFVX was incepted earlier than JSVPX: DFFVX (25 years) vs JSVPX (8 years). JSVPX is a more actively managed with annual turnover of: 79.00 vs. DFFVX (20.00). DFFVX (0) and JSVPX (0) have matching initial minimum investment requirements. JSVPX annual gain was more profitable for investors over the last year : 9.24 vs. DFFVX (8.72). DFFVX return over 5 years is better than : 53.74 vs. JSVPX (12.03).
| DFFVX | JSVPX | DFFVX / JSVPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 8.579 | 6.785 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 1.32B | 1,065% |
| Annual Yield % from dividends | 1.37 | 1.21 | 113% |
| Returns for 1 year | 8.72 | 9.24 | 94% |
| Returns for 3 years | 21.84 | -1.86 | -1,177% |
| Returns for 5 years | 53.74 | 12.03 | 447% |
| Returns for 10 years | 64.37 | N/A | - |
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