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DFSVX vs JMCRX
DFSVX vs JMCRX Comparison
Open Charts DFSVX vs JMCRX
DFSVX vs JMCRX Comparison Chart in %
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DFSVX vs. JMCRX commentary
Aug 03, 2026
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 StrongBuy and JMCRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. JMCRX (32.6M). DFSVX pays higher dividends than JMCRX: DFSVX (1.50) vs JMCRX (0.00). DFSVX was incepted earlier than JMCRX: DFSVX (33 years) vs JMCRX (16 years). JMCRX (1.50) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 7.00 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 : 34.39 vs. JMCRX (30.16). DFSVX return over 5 years is better than : 50.66 vs. JMCRX (43.52).
| 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 | 16 years | - |
| Gain YTD | 21.336 | 20.595 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.5B | 32.6M | 59,816% |
| Annual Yield % from dividends | 1.50 | 0.00 | - |
| Returns for 1 year | 34.39 | 30.16 | 114% |
| Returns for 3 years | 50.37 | 43.07 | 117% |
| Returns for 5 years | 50.66 | 43.52 | 116% |
| Returns for 10 years | 107.71 | 75.14 | 143% |
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