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DFSVX vs JSCBX
DFSVX vs JSCBX Comparison
Open Charts DFSVX vs JSCBX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets13.84B
JHancock Small Cap Value I
Price$14.60
Change+$1.07 (+7.91%)
VolumeN/A
Net Assets188.14M
DFSVX vs JSCBX Comparison Chart
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DFSVX vs. JSCBX commentary
Apr 11, 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 Buy and JSCBX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.8B vs. JSCBX (188M). DFSVX pays higher dividends than JSCBX: DFSVX (1.65) vs JSCBX (0.70). DFSVX was incepted earlier than JSCBX: DFSVX (32 years) vs JSCBX (11 years). JSCBX (1.13) is less costly to investors than DFSVX (0.31). JSCBX is a more actively managed with annual turnover of: 38.00 vs. DFSVX (12.00). 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 : -15.85 vs. JSCBX (-22.00). DFSVX return over 5 years is better than : 73.80 vs. JSCBX (-7.42).
| DFSVX | JSCBX | DFSVX / JSCBX | |
| Total Expense Ratio | 0.31 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.13 | 27% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -20.700 | -19.320 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 188M | 7,340% |
| Annual Yield % from dividends | 1.65 | 0.70 | 236% |
| Returns for 1 year | -15.85 | -22.00 | 72% |
| Returns for 3 years | -5.38 | -36.14 | 15% |
| Returns for 5 years | 73.80 | -7.42 | -995% |
| Returns for 10 years | 11.58 | -30.56 | -38% |
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