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DFFVX vs JSVZX
DFFVX vs JSVZX Comparison
Open Charts DFFVX vs JSVZX
DFA US Targeted Value I
Price$32.25
Change-$0.59 (-1.80%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R2
Price$24.80
Change-$0.44 (-1.74%)
VolumeN/A
CapitalizationN/A
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DFFVX vs JSVZX Comparison Chart
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DFFVX vs. JSVZX commentary
Sep 08, 2024
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 StrongSell and JSVZX is a Sell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. JSVZX (1.28B). DFFVX pays higher dividends than JSVZX: DFFVX (1.37) vs JSVZX (1.07). DFFVX was incepted earlier than JSVZX: DFFVX (25 years) vs JSVZX (16 years). JSVZX is a more actively managed with annual turnover of: 79.00 vs. DFFVX (20.00). DFFVX (0) and JSVZX (0) have matching initial minimum investment requirements. JSVZX annual gain was more profitable for investors over the last year : 15.64 vs. DFFVX (14.27). DFFVX return over 5 years is better than : 60.74 vs. JSVZX (14.42).
| DFFVX | JSVZX | DFFVX / JSVZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 3.754 | 5.875 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 1.28B | 1,009% |
| Annual Yield % from dividends | 1.37 | 1.07 | 129% |
| Returns for 1 year | 14.27 | 15.64 | 91% |
| Returns for 3 years | 10.37 | -18.66 | -56% |
| Returns for 5 years | 60.74 | 14.42 | 421% |
| Returns for 10 years | 44.49 | -3.32 | -1,340% |
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