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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$39.38
Change-$0.35 (-0.88%)
VolumeN/A
Net Assets13.19B
DFSVX vs JMCRX Comparison Chart
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DFSVX vs. JMCRX commentary
Apr 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 DFSVX is a Hold and JMCRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.2B vs. JMCRX (23.3M). DFSVX pays higher dividends than JMCRX: DFSVX (1.65) vs JMCRX (0.00). DFSVX was incepted earlier than JMCRX: DFSVX (32 years) vs JMCRX (15 years). JMCRX (1.50) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 12.00 vs. JMCRX (10.00). DFSVX has a lower initial minimum investment than JMCRX: DFSVX (0) vs JMCRX (10000). DFSVX annual gain was more profitable for investors over the last year : -13.00 vs. JMCRX (-15.20). DFSVX return over 5 years is better than : 87.84 vs. JMCRX (66.75).
| DFSVX | JMCRX | DFSVX / JMCRX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.50 | 21% |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -18.506 | -17.179 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 23.3M | 56,652% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -13.00 | -15.20 | 85% |
| Returns for 3 years | -2.76 | 0.20 | -1,411% |
| Returns for 5 years | 87.84 | 66.75 | 132% |
| Returns for 10 years | 14.67 | 18.48 | 79% |
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