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DFSVX vs JSCBX
DFSVX vs JSCBX Comparison
Open Charts DFSVX vs JSCBX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
JHancock Small Cap Value I
Price$18.58
Change-$0.19 (-1.01%)
VolumeN/A
CapitalizationN/A
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DFSVX vs JSCBX Comparison Chart
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DFSVX vs. JSCBX commentary
Sep 21, 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 Buy and JSCBX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. JSCBX (576M). 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 : 19.84 vs. JSCBX (7.69). DFSVX return over 5 years is better than : 53.86 vs. JSCBX (-8.91).
| DFSVX | JSCBX | DFSVX / JSCBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 7.846 | 6.961 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 576M | 2,899% |
| Annual Yield % from dividends | 1.44 | 0.65 | 220% |
| Returns for 1 year | 19.84 | 7.69 | 258% |
| Returns for 3 years | 13.38 | -20.93 | -64% |
| Returns for 5 years | 53.86 | -8.91 | -604% |
| Returns for 10 years | 39.64 | 0.23 | 17,002% |
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