DFSVX
Price
$48.19
Change
+$0.29 (+0.61%)
Updated
Dec 20 closing price
JMCRX
Price
$21.49
Change
-$0.00 (-0.00%)
Updated
Dec 20 closing price
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DFSVX vs JMCRX

Header iconDFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRXBanner chart's image
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
James Micro Cap
Price$21.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFSVX vs JMCRX Comparison Chart
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DFSVX vs. JMCRX commentary
Dec 23, 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 DFSVX is a Buy and JMCRX is a Buy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. JMCRX (28.4M). DFSVX pays higher dividends than JMCRX: DFSVX (1.44) vs JMCRX (0.60). DFSVX was incepted earlier than JMCRX: DFSVX (32 years) vs JMCRX (14 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. JMCRX (5.00). 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 : 9.07 vs. JMCRX (5.17). DFSVX return over 5 years is better than : 46.34 vs. JMCRX (30.98).
DFSVXJMCRXDFSVX / JMCRX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years14 years-
Gain YTD8.8554.625191%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.3B28.4M57,394%
Annual Yield % from dividends1.440.60239%
Returns for 1 year9.075.17176%
Returns for 3 years18.238.21222%
Returns for 5 years46.3430.98150%
Returns for 10 years45.1651.8487%
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