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DFFVX vs JSVQX
DFFVX vs JSVQX Comparison
Open Charts DFFVX vs JSVQX
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.77B
JPMorgan Small Cap Value R4
Price$25.65
Change-$0.48 (-1.84%)
VolumeN/A
Net Assets1.17B
DFFVX vs JSVQX Comparison Chart
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DFFVX vs. JSVQX commentary
Jun 15, 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 JSVQX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.8B vs. JSVQX (1.17B). DFFVX pays higher dividends than JSVQX: DFFVX (1.62) 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 : 3.74 vs. JSVQX (-3.29). DFFVX return over 5 years is better than : 98.41 vs. JSVQX (38.02).
| 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 | -5.144 | -5.015 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 1.17B | 1,092% |
| Annual Yield % from dividends | 1.62 | 0.69 | 233% |
| Returns for 1 year | 3.74 | -3.29 | -114% |
| Returns for 3 years | 23.80 | 4.15 | 573% |
| Returns for 5 years | 98.41 | 38.02 | 259% |
| Returns for 10 years | 47.01 | N/A | - |
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