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DFFVX vs JSVQX
DFFVX vs JSVQX Comparison
Open Charts DFFVX vs JSVQX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R4
Price$29.65
Change-$0.42 (-1.40%)
VolumeN/A
CapitalizationN/A
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DFFVX vs JSVQX Comparison Chart
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DFFVX vs. JSVQX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. JSVQX (1.36B). 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. JSVQX annual gain was more profitable for investors over the last year : 26.20 vs. DFFVX (22.61). DFFVX return over 5 years is better than : 59.42 vs. JSVQX (20.68).
| 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 | 7.514 | 10.469 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.36B | 1,014% |
| Annual Yield % from dividends | 1.37 | 1.26 | 109% |
| Returns for 1 year | 22.61 | 26.20 | 86% |
| Returns for 3 years | 20.03 | -7.66 | -261% |
| Returns for 5 years | 59.42 | 20.68 | 287% |
| Returns for 10 years | 55.75 | N/A | - |