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DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R5
Price$29.65
Change-$0.42 (-1.40%)
VolumeN/A
CapitalizationN/A
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DFFVX vs JSVRX Comparison Chart
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DFFVX vs. JSVRX 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 JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. JSVRX (1.36B). JSVRX (1.40) and DFFVX (1.37) have matching dividends . DFFVX was incepted earlier than JSVRX: DFFVX (25 years) vs JSVRX (18 years). JSVRX is a more actively managed with annual turnover of: 79.00 vs. DFFVX (20.00). DFFVX (0) and JSVRX (0) have matching initial minimum investment requirements. JSVRX annual gain was more profitable for investors over the last year : 22.80 vs. DFFVX (19.37). DFFVX return over 5 years is better than : 58.07 vs. JSVRX (20.70).
| DFFVX | JSVRX | DFFVX / JSVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 6.598 | 9.915 | 67% |
| 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 | 1.40 | 98% |
| Returns for 1 year | 19.37 | 22.80 | 85% |
| Returns for 3 years | 16.04 | -9.98 | -161% |
| Returns for 5 years | 58.07 | 20.70 | 280% |
| Returns for 10 years | 50.68 | 13.63 | 372% |
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