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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-$0.05 (-0.14%)
VolumeN/A
Net Assets13.81B
JPMorgan Small Cap Value R5
Price$29.26
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets1.25B
DFFVX vs JSVRX Comparison Chart in %
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DFFVX vs. JSVRX commentary
Sep 16, 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: 13.8B vs. JSVRX (1.25B). DFFVX pays higher dividends than JSVRX: DFFVX (1.50) vs JSVRX (0.98). 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 : 11.82 vs. JSVRX (1.33). DFFVX return over 5 years is better than : 105.68 vs. JSVRX (43.60).
| 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 | 7.264 | 6.286 | 116% |
| 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 | 1,105% |
| Annual Yield % from dividends | 1.50 | 0.98 | 153% |
| Returns for 1 year | 11.82 | 1.33 | 888% |
| Returns for 3 years | 39.53 | 14.79 | 267% |
| Returns for 5 years | 105.68 | 43.60 | 242% |
| Returns for 10 years | 85.15 | 23.67 | 360% |
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