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DFFVX vs JSVUX
DFFVX vs JSVUX Comparison
Open Charts DFFVX vs JSVUX
DFA US Targeted Value I
Price$33.36
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets12.89B
JPMorgan Small Cap Value R6
Price$26.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.19B
DFFVX vs JSVUX Comparison Chart in %
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DFFVX vs. JSVUX commentary
Jul 02, 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 (1.19B). DFFVX pays higher dividends than JSVUX: DFFVX (1.62) vs JSVUX (1.16). 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 : 6.57 vs. JSVUX (-1.37). DFFVX return over 5 years is better than : 108.78 vs. JSVUX (43.34).
| 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 | -2.044 | -3.106 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 1.19B | 1,087% |
| Annual Yield % from dividends | 1.62 | 1.16 | 139% |
| Returns for 1 year | 6.57 | -1.37 | -481% |
| Returns for 3 years | 31.63 | 7.97 | 397% |
| Returns for 5 years | 108.78 | 43.34 | 251% |
| Returns for 10 years | 55.20 | 3.95 | 1,397% |
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