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DFFVX vs JSVPX
DFFVX vs JSVPX Comparison
Open Charts DFFVX vs JSVPX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
JPMorgan Small Cap Value R3
Price$23.15
Change+$0.33 (+1.45%)
VolumeN/A
Net Assets1.15B
DFFVX vs JSVPX Comparison Chart
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DFFVX vs. JSVPX commentary
Jun 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 JSVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. JSVPX (1.15B). DFFVX pays higher dividends than JSVPX: DFFVX (1.62) vs JSVPX (0.78). DFFVX was incepted earlier than JSVPX: DFFVX (25 years) vs JSVPX (9 years). JSVPX (1.30) is less costly to investors than DFFVX (0.30). JSVPX is a more actively managed with annual turnover of: 61.00 vs. DFFVX (7.00). DFFVX (0) and JSVPX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 3.08 vs. JSVPX (-6.99). DFFVX return over 5 years is better than : 79.52 vs. JSVPX (16.87).
| DFFVX | JSVPX | DFFVX / JSVPX | |
| Total Expense Ratio | 0.29 | 1.24 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.30 | 23% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -4.530 | -7.386 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 1.15B | 1,091% |
| Annual Yield % from dividends | 1.62 | 0.78 | 207% |
| Returns for 1 year | 3.08 | -6.99 | -44% |
| Returns for 3 years | 11.76 | -11.13 | -106% |
| Returns for 5 years | 79.52 | 16.87 | 471% |
| Returns for 10 years | 50.14 | N/A | - |
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