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DFFVX vs JSVUX
DFFVX vs JSVUX Comparison
Open Charts DFFVX vs JSVUX
DFA US Targeted Value I
Price$33.73
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets12.88B
JPMorgan Small Cap Value R6
Price$27.04
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.18B
DFFVX vs JSVUX Comparison Chart in %
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DFFVX vs. JSVUX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. JSVUX (1.18B). DFFVX pays higher dividends than JSVUX: DFFVX (1.62) vs JSVUX (1.14). DFFVX was incepted earlier than JSVUX: DFFVX (25 years) vs JSVUX (20 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 : 7.72 vs. JSVUX (-1.04). DFFVX return over 5 years is better than : 88.91 vs. JSVUX (32.02).
| DFFVX | JSVUX | DFFVX / JSVUX | |
| Total Expense Ratio | 0.29 | 0.74 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 0.76 | 39% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | -0.958 | -1.358 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 1.18B | 1,090% |
| Annual Yield % from dividends | 1.62 | 1.14 | 142% |
| Returns for 1 year | 7.72 | -1.04 | -744% |
| Returns for 3 years | 23.06 | 0.06 | 37,207% |
| Returns for 5 years | 88.91 | 32.02 | 278% |
| Returns for 10 years | 62.68 | 10.87 | 577% |
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