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DFFVX vs JSVQX
DFFVX vs JSVQX Comparison
Open Charts DFFVX vs JSVQX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
JPMorgan Small Cap Value R4
Price$27.31
Change-$0.71 (-2.53%)
VolumeN/A
Net Assets1.22B
DFFVX vs JSVQX Comparison Chart
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DFFVX vs. JSVQX commentary
Feb 23, 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 JSVQX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. JSVQX (1.22B). DFFVX pays higher dividends than JSVQX: DFFVX (1.37) vs JSVQX (1.26). DFFVX was incepted earlier than JSVQX: DFFVX (25 years) vs JSVQX (8 years). JSVQX is a more actively managed with annual turnover of: 79.00 vs. DFFVX (20.00). DFFVX (0) and JSVQX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 10.28 vs. JSVQX (2.85). DFFVX return over 5 years is better than : 59.88 vs. JSVQX (13.10).
| DFFVX | JSVQX | DFFVX / JSVQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -0.786 | -0.763 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 1.22B | 1,079% |
| Annual Yield % from dividends | 1.37 | 1.26 | 109% |
| Returns for 1 year | 10.28 | 2.85 | 361% |
| Returns for 3 years | 20.19 | -1.96 | -1,031% |
| Returns for 5 years | 59.88 | 13.10 | 457% |
| Returns for 10 years | 57.95 | N/A | - |
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