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DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
DFA US Targeted Value I
Price$36.15
Change+$0.18 (+0.50%)
VolumeN/A
Net Assets13.66B
JPMorgan Small Cap Value R5
Price$30.14
Change+$0.36 (+1.21%)
VolumeN/A
Net Assets1.27B
DFFVX vs JSVRX Comparison Chart in %
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DFFVX vs. JSVRX commentary
Oct 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.7B vs. JSVRX (1.28B). DFFVX pays higher dividends than JSVRX: DFFVX (1.68) vs JSVRX (0.95). DFFVX was incepted earlier than JSVRX: DFFVX (26 years) vs JSVRX (19 years). JSVRX (0.86) is less costly to investors than DFFVX (0.30). JSVRX is a more actively managed with annual turnover of: 49.00 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 : 8.36 vs. JSVRX (4.40). DFFVX return over 5 years is better than : 92.94 vs. JSVRX (39.00).
| 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 | 19 years | - |
| Gain YTD | 6.684 | 10.299 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 1.28B | 1,075% |
| Annual Yield % from dividends | 1.68 | 0.95 | 177% |
| Returns for 1 year | 8.36 | 4.40 | 190% |
| Returns for 3 years | 34.68 | 17.82 | 195% |
| Returns for 5 years | 92.94 | 39.00 | 238% |
| Returns for 10 years | 82.41 | 25.19 | 327% |
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