Interact to see
Advertisement
Advertisement
DFSVX vs JSIVX
DFSVX vs JSIVX Comparison
Open Charts DFSVX vs JSIVX
DFSVX vs JSIVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. JSIVX commentary
Aug 23, 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 Hold and JSIVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. JSIVX (1.27B). DFSVX pays higher dividends than JSIVX: DFSVX (1.50) vs JSIVX (0.53). DFSVX was incepted earlier than JSIVX: DFSVX (34 years) vs JSIVX (42 years). JSIVX (1.18) is less costly to investors than DFSVX (0.31). JSIVX is a more actively managed with annual turnover of: 37.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than JSIVX: DFSVX (0) vs JSIVX (250000). DFSVX annual gain was more profitable for investors over the last year : 31.52 vs. JSIVX (20.50). DFSVX return over 5 years is better than : 54.66 vs. JSIVX (19.29).
| DFSVX | JSIVX | DFSVX / JSIVX | |
| Total Expense Ratio | 0.31 | 1.18 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.18 | 26% |
| Fund Existence | 34 years | 42 years | - |
| Gain YTD | 23.034 | 17.015 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 1.27B | 1,551% |
| Annual Yield % from dividends | 1.50 | 0.53 | 285% |
| Returns for 1 year | 31.52 | 20.50 | 154% |
| Returns for 3 years | 61.32 | 25.93 | 236% |
| Returns for 5 years | 54.66 | 19.29 | 283% |
| Returns for 10 years | 101.85 | 45.21 | 225% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AVENX | 17.88 | 0.16 | +0.90% |
| Avantis® Emerging Markets Equity G | |||
| RGBHX | 43.24 | 0.22 | +0.51% |
| American Funds Global Balanced R-5E | |||
| CMSHX | 40.97 | 0.17 | +0.42% |
| Columbia Small Cap Growth S | |||
| EIFGX | 26.95 | 0.11 | +0.41% |
| Eaton Vance Focused Growth Opps I | |||
| PRCHX | 30.16 | 0.01 | +0.03% |
| T. Rowe Price Cap Apprec And Inc I | |||