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DFFVX vs JSVUX
DFFVX vs JSVUX Comparison
Open Charts DFFVX vs JSVUX
DFA US Targeted Value I
Price$34.97
Change+$0.10 (+0.29%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R6
Price$30.22
Change-$0.02 (-0.07%)
VolumeN/A
CapitalizationN/A
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DFFVX vs JSVUX Comparison Chart
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DFFVX vs. JSVUX commentary
Oct 18, 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 JSVUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. JSVUX (1.36B). JSVUX pays higher dividends than DFFVX: JSVUX (1.49) vs DFFVX (1.37). DFFVX was incepted earlier than JSVUX: DFFVX (25 years) vs JSVUX (20 years). JSVUX is a more actively managed with annual turnover of: 79.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than JSVUX: DFFVX (0) vs JSVUX (15000000). JSVUX annual gain was more profitable for investors over the last year : 29.87 vs. DFFVX (25.91). DFFVX return over 5 years is better than : 65.80 vs. JSVUX (24.23).
| DFFVX | JSVUX | DFFVX / JSVUX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 10.567 | 13.023 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 1.36B | 1,019% |
| Annual Yield % from dividends | 1.37 | 1.49 | 93% |
| Returns for 1 year | 25.91 | 29.87 | 87% |
| Returns for 3 years | 14.50 | -11.27 | -129% |
| Returns for 5 years | 65.80 | 24.23 | 272% |
| Returns for 10 years | 71.00 | 25.06 | 283% |
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