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DFFVX vs JSVUX
DFFVX vs JSVUX Comparison
Open Charts DFFVX vs JSVUX
DFA US Targeted Value I
Price$36.49
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.78B
JPMorgan Small Cap Value R6
Price$29.02
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets1.24B
DFFVX vs JSVUX Comparison Chart in %
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DFFVX vs. JSVUX commentary
Aug 29, 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 JSVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. JSVUX (1.24B). DFFVX pays higher dividends than JSVUX: DFFVX (1.62) vs JSVUX (1.14). DFFVX was incepted earlier than JSVUX: DFFVX (26 years) vs JSVUX (21 years). JSVUX (0.76) is less costly to investors than DFFVX (0.30). JSVUX is a more actively managed with annual turnover of: 61.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than JSVUX: DFFVX (0) vs JSVUX (15000000). DFFVX annual gain was more profitable for investors over the last year : 9.68 vs. JSVUX (0.19). DFFVX return over 5 years is better than : 101.06 vs. JSVUX (40.06).
| DFFVX | JSVUX | DFFVX / JSVUX | |
| Total Expense Ratio | 0.29 | 0.74 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 0.76 | 39% |
| Fund Existence | 26 years | 21 years | - |
| Gain YTD | 7.146 | 5.815 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.24B | 1,109% |
| Annual Yield % from dividends | 1.62 | 1.14 | 142% |
| Returns for 1 year | 9.68 | 0.19 | 5,071% |
| Returns for 3 years | 32.02 | 9.13 | 351% |
| Returns for 5 years | 101.06 | 40.06 | 252% |
| Returns for 10 years | 81.25 | 22.80 | 356% |
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