DFSTX
Price
$51.81
Change
+$0.45 (+0.88%)
Updated
Oct 8 closing price
Net Assets
17.01B
JORSX
Price
$16.61
Change
+$0.15 (+0.91%)
Updated
Oct 8 closing price
Net Assets
2.06B
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DFSTX vs JORSX

Header iconDFSTX vs JORSX Comparison
Open Charts DFSTX vs JORSXBanner chart's image
DFA US Small Cap I
Price$51.81
Change+$0.45 (+0.88%)
VolumeN/A
Net Assets17.01B
JHancock Small Cap Core R6
Price$16.61
Change+$0.15 (+0.91%)
VolumeN/A
Net Assets2.06B
DFSTX vs JORSX Comparison Chart in %
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DFSTX vs. JORSX commentary
Oct 09, 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 DFSTX is a Hold and JORSX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. JORSX (2.06B). DFSTX pays higher dividends than JORSX: DFSTX (1.07) vs JORSX (0.18). DFSTX was incepted earlier than JORSX: DFSTX (34 years) vs JORSX (8 years). JORSX (0.88) is less costly to investors than DFSTX (0.28). JORSX is a more actively managed with annual turnover of: 56.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than JORSX: DFSTX (0) vs JORSX (1000000). DFSTX annual gain was more profitable for investors over the last year : 9.03 vs. JORSX (-1.25). DFSTX return over 5 years is better than : 65.75 vs. JORSX (26.44).
DFSTXJORSXDFSTX / JORSX
Total Expense Ratio0.270.8731%
Annual Report Gross Expense Ratio0.280.8832%
Fund Existence34 years8 years-
Gain YTD6.810-3.766-181%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets17B2.06B825%
Annual Yield % from dividends1.070.18584%
Returns for 1 year9.03-1.25-722%
Returns for 3 years41.6425.49163%
Returns for 5 years65.7526.44249%
Returns for 10 years76.54N/A-
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