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DFFVX vs JSVQX
DFFVX vs JSVQX Comparison
Open Charts DFFVX vs JSVQX
DFA US Targeted Value I
Price$28.91
Change+$0.35 (+1.23%)
VolumeN/A
Net Assets11.09B
JPMorgan Small Cap Value R4
Price$23.20
Change+$0.28 (+1.22%)
VolumeN/A
Net Assets1.04B
DFFVX vs JSVQX Comparison Chart
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DFFVX vs. JSVQX commentary
Apr 12, 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: 11.1B vs. JSVQX (1.04B). DFFVX pays higher dividends than JSVQX: DFFVX (1.63) vs JSVQX (0.69). DFFVX was incepted earlier than JSVQX: DFFVX (25 years) vs JSVQX (9 years). JSVQX (1.01) is less costly to investors than DFFVX (0.30). JSVQX is a more actively managed with annual turnover of: 61.00 vs. DFFVX (7.00). DFFVX (0) and JSVQX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -8.07 vs. JSVQX (-15.58). DFFVX return over 5 years is better than : 95.36 vs. JSVQX (29.43).
| DFFVX | JSVQX | DFFVX / JSVQX | |
| Total Expense Ratio | 0.29 | 0.99 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.01 | 30% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | -15.518 | -16.683 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.04B | 1,072% |
| Annual Yield % from dividends | 1.63 | 0.69 | 236% |
| Returns for 1 year | -8.07 | -15.58 | 52% |
| Returns for 3 years | 2.49 | -18.18 | -14% |
| Returns for 5 years | 95.36 | 29.43 | 324% |
| Returns for 10 years | 32.02 | N/A | - |
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