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DFSVX vs JASCX
DFSVX vs JASCX Comparison
Open Charts DFSVX vs JASCX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
DFSVX vs JASCX Comparison Chart
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DFSVX vs. JASCX commentary
Apr 05, 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 DFSVX is a Hold and JASCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. JASCX (50.6M). DFSVX pays higher dividends than JASCX: DFSVX (1.65) vs JASCX (0.18). DFSVX was incepted earlier than JASCX: DFSVX (32 years) vs JASCX (27 years). JASCX (1.50) is less costly to investors than DFSVX (0.31). JASCX is a more actively managed with annual turnover of: 23.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than JASCX: DFSVX (0) vs JASCX (2000). JASCX annual gain was more profitable for investors over the last year : 3.95 vs. DFSVX (-0.75). JASCX return over 5 years is better than : 162.44 vs. DFSVX (148.44).
| DFSVX | JASCX | DFSVX / JASCX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.50 | 21% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | -6.586 | -0.208 | 3,169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 50.6M | 29,644% |
| Annual Yield % from dividends | 1.65 | 0.18 | 898% |
| Returns for 1 year | -0.75 | 3.95 | -19% |
| Returns for 3 years | 7.99 | 19.67 | 41% |
| Returns for 5 years | 148.44 | 162.44 | 91% |
| Returns for 10 years | 31.44 | 14.39 | 218% |
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