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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
DFSVX vs JMCRX Comparison Chart
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DFSVX vs. JMCRX commentary
May 23, 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: 14.6B vs. JMCRX (25M). DFSVX pays higher dividends than JMCRX: DFSVX (1.75) 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 : -3.63 vs. JMCRX (-8.56). DFSVX return over 5 years is better than : 94.99 vs. JMCRX (63.86).
| 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 | -8.573 | -9.544 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 25M | 58,400% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -3.63 | -8.56 | 42% |
| Returns for 3 years | 12.64 | 13.93 | 91% |
| Returns for 5 years | 94.99 | 63.86 | 149% |
| Returns for 10 years | 28.61 | 31.36 | 91% |
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