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DFSVX vs JSVDX
DFSVX vs JSVDX Comparison
Open Charts DFSVX vs JSVDX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.05B
Janus Henderson Small-Mid Cap Value D
Price$15.56
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets83.52M
DFSVX vs JSVDX Comparison Chart in %
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DFSVX vs. JSVDX commentary
Jul 04, 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 JSVDX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. JSVDX (83.5M). DFSVX pays higher dividends than JSVDX: DFSVX (1.67) vs JSVDX (0.53). DFSVX was incepted earlier than JSVDX: DFSVX (32 years) vs JSVDX (14 years). JSVDX (1.05) is less costly to investors than DFSVX (0.31). JSVDX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than JSVDX: DFSVX (0) vs JSVDX (2500). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. JSVDX (-2.24). DFSVX return over 5 years is better than : 105.30 vs. JSVDX (57.82).
| DFSVX | JSVDX | DFSVX / JSVDX | |
| Total Expense Ratio | 0.31 | 0.82 | 38% |
| Annual Report Gross Expense Ratio | 0.31 | 1.05 | 30% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | 1.067 | -1.654 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 83.5M | 19,162% |
| Annual Yield % from dividends | 1.67 | 0.53 | 313% |
| Returns for 1 year | 9.45 | -2.24 | -421% |
| Returns for 3 years | 32.84 | 31.92 | 103% |
| Returns for 5 years | 105.30 | 57.82 | 182% |
| Returns for 10 years | 45.10 | 32.93 | 137% |
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