Interact to see
Advertisement
Advertisement
DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
DFSVX vs JMCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. JMCRX commentary
Oct 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. JMCRX (26.9M). DFSVX pays higher dividends than JMCRX: DFSVX (1.66) vs JMCRX (0.00). DFSVX was incepted earlier than JMCRX: DFSVX (33 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 (6.00). 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 : 0.38 vs. JMCRX (-6.30). DFSVX return over 5 years is better than : 80.47 vs. JMCRX (59.34).
| DFSVX | JMCRX | DFSVX / JMCRX | |
| Total Expense Ratio | 0.31 | 1.50 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.50 | 21% |
| Fund Existence | 33 years | 15 years | - |
| Gain YTD | 2.475 | 0.419 | 591% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 26.9M | 59,108% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | 0.38 | -6.30 | -6% |
| Returns for 3 years | 28.43 | 34.18 | 83% |
| Returns for 5 years | 80.47 | 59.34 | 136% |
| Returns for 10 years | 55.60 | 42.17 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement