DFSVX
Price
$48.77
Change
+$0.44 (+0.91%)
Updated
Dec 24 closing price
JSCBX
Price
$16.85
Change
+$0.12 (+0.72%)
Updated
Dec 24 closing price
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DFSVX vs JSCBX

Header iconDFSVX vs JSCBX Comparison
Open Charts DFSVX vs JSCBXBanner chart's image
DFA US Small Cap Value I
Price$48.77
Change+$0.44 (+0.91%)
VolumeN/A
CapitalizationN/A
JHancock Small Cap Value I
Price$16.85
Change+$0.12 (+0.72%)
VolumeN/A
CapitalizationN/A
DFSVX vs JSCBX Comparison Chart
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DFSVX vs. JSCBX commentary
Dec 25, 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 Hold and JSCBX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. JSCBX (543M). DFSVX pays higher dividends than JSCBX: DFSVX (1.44) vs JSCBX (0.65). DFSVX was incepted earlier than JSCBX: DFSVX (32 years) vs JSCBX (11 years). JSCBX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than JSCBX: DFSVX (0) vs JSCBX (250000). DFSVX annual gain was more profitable for investors over the last year : 8.81 vs. JSCBX (-2.71). DFSVX return over 5 years is better than : 46.64 vs. JSCBX (-20.40).
DFSVXJSCBXDFSVX / JSCBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years11 years-
Gain YTD9.171-2.317-396%
Front LoadN/AN/A-
Min. Initial Investment0250000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.3B543M3,002%
Annual Yield % from dividends1.440.65220%
Returns for 1 year8.81-2.71-325%
Returns for 3 years16.52-23.63-70%
Returns for 5 years46.64-20.40-229%
Returns for 10 years44.42-11.02-403%
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