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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
DFSVX vs JMCRX Comparison Chart
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DFSVX vs. JMCRX commentary
Nov 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: 17.6B vs. JMCRX (30.3M). 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 (29.64) and JMCRX (28.90) have marching annual gain over last year. DFSVX return over 5 years is better than : 64.24 vs. JMCRX (46.28).
| DFSVX | JMCRX | DFSVX / JMCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 18.345 | 14.265 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 30.3M | 58,086% |
| Annual Yield % from dividends | 1.44 | 0.60 | 239% |
| Returns for 1 year | 29.64 | 28.90 | 103% |
| Returns for 3 years | 11.71 | 10.28 | 114% |
| Returns for 5 years | 64.24 | 46.28 | 139% |
| Returns for 10 years | 50.67 | 36.19 | 140% |
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