Interact to see
Advertisement
Advertisement
DFFVX vs JSVUX
DFFVX vs JSVUX Comparison
Open Charts DFFVX vs JSVUX
DFA US Targeted Value I
Price$36.55
Change+$0.19 (+0.52%)
VolumeN/A
Net Assets13.62B
JPMorgan Small Cap Value R6
Price$30.63
Change+$0.28 (+0.92%)
VolumeN/A
Net Assets1.26B
DFFVX vs JSVUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. JSVUX commentary
Nov 27, 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 JSVUX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.6B vs. JSVUX (1.26B). DFFVX pays higher dividends than JSVUX: DFFVX (1.72) vs JSVUX (1.03). 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: 72.00 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 : -0.25 vs. JSVUX (-2.36). DFFVX return over 5 years is better than : 70.98 vs. JSVUX (23.82).
| 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 | 7.864 | 11.929 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6B | 1.26B | 1,080% |
| Annual Yield % from dividends | 1.72 | 1.03 | 167% |
| Returns for 1 year | -0.25 | -2.36 | 11% |
| Returns for 3 years | 26.94 | 13.78 | 195% |
| Returns for 5 years | 70.98 | 23.82 | 298% |
| Returns for 10 years | 76.67 | 22.49 | 341% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement