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DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
DFA US Targeted Value I
Price$36.44
Change+$1.45 (+4.14%)
VolumeN/A
Net Assets13.86B
JPMorgan Small Cap Value R5
Price$28.86
Change+$1.13 (+4.08%)
VolumeN/A
Net Assets1.26B
DFFVX vs JSVRX Comparison Chart in %
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DFFVX vs. JSVRX commentary
Aug 25, 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 JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. JSVRX (1.26B). DFFVX pays higher dividends than JSVRX: DFFVX (1.62) vs JSVRX (1.04). 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: 61.00 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 : 11.91 vs. JSVRX (1.97). DFFVX return over 5 years is better than : 106.94 vs. JSVRX (42.76).
| 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 | 6.999 | 5.265 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 1.26B | 1,107% |
| Annual Yield % from dividends | 1.62 | 1.04 | 155% |
| Returns for 1 year | 11.91 | 1.97 | 604% |
| Returns for 3 years | 30.07 | 6.45 | 466% |
| Returns for 5 years | 106.94 | 42.76 | 250% |
| Returns for 10 years | 92.51 | 27.69 | 334% |
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