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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
DFSVX vs JMCRX Comparison Chart in %
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DFSVX vs. JMCRX commentary
Nov 20, 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: 15.7B vs. JMCRX (25.6M). DFSVX pays higher dividends than JMCRX: DFSVX (1.69) 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 : -3.00 vs. JMCRX (-8.44). DFSVX return over 5 years is better than : 61.32 vs. JMCRX (45.36).
| 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 | 1.159 | -3.073 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 25.6M | 61,328% |
| Annual Yield % from dividends | 1.69 | 0.00 | - |
| Returns for 1 year | -3.00 | -8.44 | 35% |
| Returns for 3 years | 17.38 | 17.52 | 99% |
| Returns for 5 years | 61.32 | 45.36 | 135% |
| Returns for 10 years | 53.46 | 35.23 | 152% |
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