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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$51.60
Change-$0.25 (-0.48%)
VolumeN/A
CapitalizationN/A
DFSVX vs JMCRX Comparison Chart
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DFSVX vs. JMCRX commentary
Nov 14, 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: 17.8B vs. JMCRX (31.2M). 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). JMCRX annual gain was more profitable for investors over the last year : 29.40 vs. DFSVX (27.22). DFSVX return over 5 years is better than : 59.09 vs. JMCRX (42.67).
| 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 | 16.139 | 13.827 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 31.2M | 57,051% |
| Annual Yield % from dividends | 1.44 | 0.60 | 239% |
| Returns for 1 year | 27.22 | 29.40 | 93% |
| Returns for 3 years | 8.63 | 8.00 | 108% |
| Returns for 5 years | 59.09 | 42.67 | 138% |
| Returns for 10 years | 49.88 | 38.48 | 130% |
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