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DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
DFA US Targeted Value I
Price$34.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets13.08B
JPMorgan Small Cap Value R5
Price$28.74
Change-$0.09 (-0.31%)
VolumeN/A
Net Assets1.21B
DFFVX vs JSVRX Comparison Chart in %
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DFFVX vs. JSVRX commentary
Nov 20, 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 JSVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.1B vs. JSVRX (1.21B). DFFVX pays higher dividends than JSVRX: DFFVX (1.72) vs JSVRX (0.94). DFFVX was incepted earlier than JSVRX: DFFVX (26 years) vs JSVRX (20 years). JSVRX (0.86) is less costly to investors than DFFVX (0.30). JSVRX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX (0) and JSVRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -1.67 vs. JSVRX (-5.01). DFFVX return over 5 years is better than : 68.92 vs. JSVRX (21.45).
| DFFVX | JSVRX | DFFVX / JSVRX | |
| Total Expense Ratio | 0.29 | 0.84 | 35% |
| Annual Report Gross Expense Ratio | 0.30 | 0.86 | 35% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 2.050 | 5.175 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 1.21B | 1,082% |
| Annual Yield % from dividends | 1.72 | 0.94 | 183% |
| Returns for 1 year | -1.67 | -5.01 | 33% |
| Returns for 3 years | 22.17 | 8.10 | 274% |
| Returns for 5 years | 68.92 | 21.45 | 321% |
| Returns for 10 years | 69.76 | 16.18 | 431% |
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