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DFSVX vs JSCAX
DFSVX vs JSCAX Comparison
Open Charts DFSVX vs JSCAX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
JHancock Small Cap Value A
Price$14.11
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets194.65M
DFSVX vs JSCAX Comparison Chart
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DFSVX vs. JSCAX commentary
Apr 12, 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 JSCAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. JSCAX (195M). DFSVX pays higher dividends than JSCAX: DFSVX (1.65) vs JSCAX (0.39). DFSVX was incepted earlier than JSCAX: DFSVX (32 years) vs JSCAX (11 years). JSCAX (1.43) is less costly to investors than DFSVX (0.31). JSCAX is a more actively managed with annual turnover of: 38.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than JSCAX: DFSVX (0) vs JSCAX (1000). DFSVX annual gain was more profitable for investors over the last year : -10.09 vs. JSCAX (-17.28). DFSVX return over 5 years is better than : 81.60 vs. JSCAX (-5.11).
| DFSVX | JSCAX | DFSVX / JSCAX | |
| Total Expense Ratio | 0.31 | 1.39 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.43 | 22% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -17.140 | -16.497 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 195M | 6,718% |
| Annual Yield % from dividends | 1.65 | 0.39 | 427% |
| Returns for 1 year | -10.09 | -17.28 | 58% |
| Returns for 3 years | -1.27 | -34.01 | 4% |
| Returns for 5 years | 81.60 | -5.11 | -1,598% |
| Returns for 10 years | 16.53 | -29.71 | -56% |
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