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DFFVX vs JSVPX
DFFVX vs JSVPX Comparison
Open Charts DFFVX vs JSVPX
DFA US Targeted Value I
Price$33.87
Change-$0.86 (-2.48%)
VolumeN/A
Net Assets13.32B
JPMorgan Small Cap Value R3
Price$24.18
Change-$0.58 (-2.34%)
VolumeN/A
Net Assets1.23B
DFFVX vs JSVPX Comparison Chart in %
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DFFVX vs. JSVPX commentary
Jul 17, 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 JSVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. JSVPX (1.23B). DFFVX pays higher dividends than JSVPX: DFFVX (1.63) vs JSVPX (0.83). 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 : 3.05 vs. JSVPX (-4.18). DFFVX return over 5 years is better than : 101.57 vs. JSVPX (37.21).
| 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 | -0.547 | 0.742 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 1.23B | 1,080% |
| Annual Yield % from dividends | 1.63 | 0.83 | 198% |
| Returns for 1 year | 3.05 | -4.18 | -73% |
| Returns for 3 years | 34.41 | 8.96 | 384% |
| Returns for 5 years | 101.57 | 37.21 | 273% |
| Returns for 10 years | 58.61 | N/A | - |
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