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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.21B
DFSVX vs JMCRX Comparison Chart in %
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DFSVX vs. JMCRX commentary
Aug 16, 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 Buy and JMCRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. JMCRX (27.9M). DFSVX pays higher dividends than JMCRX: DFSVX (1.64) 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 : 5.62 vs. JMCRX (-1.62). DFSVX return over 5 years is better than : 80.15 vs. JMCRX (62.71).
| 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 | 1.483 | 2.095 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 27.9M | 58,065% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 5.62 | -1.62 | -348% |
| Returns for 3 years | 16.09 | 15.66 | 103% |
| Returns for 5 years | 80.15 | 62.71 | 128% |
| Returns for 10 years | 50.63 | 52.18 | 97% |
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