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DFFVX vs JSVUX
DFFVX vs JSVUX Comparison
Open Charts DFFVX vs JSVUX
DFA US Targeted Value I
Price$35.73
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets13.58B
JPMorgan Small Cap Value R6
Price$29.38
Change-$0.61 (-2.03%)
VolumeN/A
Net Assets1.27B
DFFVX vs JSVUX Comparison Chart in %
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DFFVX vs. JSVUX commentary
Oct 17, 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 Hold and JSVUX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.6B vs. JSVUX (1.27B). DFFVX pays higher dividends than JSVUX: DFFVX (1.68) vs JSVUX (1.04). 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: 49.00 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 : 5.92 vs. JSVUX (0.34). DFFVX return over 5 years is better than : 93.97 vs. JSVUX (40.83).
| 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 | 5.474 | 9.590 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 1.27B | 1,070% |
| Annual Yield % from dividends | 1.68 | 1.04 | 162% |
| Returns for 1 year | 5.92 | 0.34 | 1,753% |
| Returns for 3 years | 41.36 | 20.98 | 197% |
| Returns for 5 years | 93.97 | 40.83 | 230% |
| Returns for 10 years | 77.32 | 23.64 | 327% |
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