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DFFVX vs JSVRX
DFFVX vs JSVRX Comparison
Open Charts DFFVX vs JSVRX
DFA US Targeted Value I
Price$36.48
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets13.81B
JPMorgan Small Cap Value R5
Price$29.59
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets1.25B
DFFVX vs JSVRX Comparison Chart in %
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DFFVX vs. JSVRX commentary
Oct 06, 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 StrongBuy and JSVRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. JSVRX (1.25B). 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: 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 : 10.92 vs. JSVRX (3.73). DFFVX return over 5 years is better than : 110.02 vs. JSVRX (47.53).
| 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 | 7.658 | 8.286 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.25B | 1,100% |
| Annual Yield % from dividends | 1.68 | 0.95 | 177% |
| Returns for 1 year | 10.92 | 3.73 | 292% |
| Returns for 3 years | 40.41 | 18.21 | 222% |
| Returns for 5 years | 110.02 | 47.53 | 231% |
| Returns for 10 years | 84.25 | 24.38 | 346% |
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