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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
DFSVX vs JMCRX Comparison Chart
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DFSVX vs. JMCRX commentary
Feb 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: 15.9B vs. JMCRX (27.5M). DFSVX pays higher dividends than JMCRX: DFSVX (1.44) vs JMCRX (0.60). DFSVX was incepted earlier than JMCRX: DFSVX (32 years) vs JMCRX (15 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 : 9.32 vs. JMCRX (3.36). DFSVX return over 5 years is better than : 52.23 vs. JMCRX (35.16).
| DFSVX | JMCRX | DFSVX / JMCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 15 years | - |
| Gain YTD | -1.546 | -2.700 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 27.5M | 57,818% |
| Annual Yield % from dividends | 1.44 | 0.60 | 239% |
| Returns for 1 year | 9.32 | 3.36 | 277% |
| Returns for 3 years | 17.14 | 14.40 | 119% |
| Returns for 5 years | 52.23 | 35.16 | 149% |
| Returns for 10 years | 41.91 | 42.71 | 98% |
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