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DFSVX vs JSVPX
DFSVX vs JSVPX Comparison
Open Charts DFSVX vs JSVPX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
JPMorgan Small Cap Value R3
Price$23.15
Change+$0.33 (+1.45%)
VolumeN/A
Net Assets1.15B
DFSVX vs JSVPX Comparison Chart
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DFSVX vs. JSVPX commentary
Jun 07, 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 JSVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. JSVPX (1.15B). DFSVX pays higher dividends than JSVPX: DFSVX (1.65) vs JSVPX (0.78). DFSVX was incepted earlier than JSVPX: DFSVX (32 years) vs JSVPX (9 years). JSVPX (1.30) is less costly to investors than DFSVX (0.31). JSVPX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (12.00). DFSVX (0) and JSVPX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.94 vs. JSVPX (-6.99). DFSVX return over 5 years is better than : 68.62 vs. JSVPX (16.87).
| DFSVX | JSVPX | DFSVX / JSVPX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.30 | 24% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -6.110 | -7.386 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 1.15B | 1,291% |
| Annual Yield % from dividends | 1.65 | 0.78 | 211% |
| Returns for 1 year | 0.94 | -6.99 | -13% |
| Returns for 3 years | 7.43 | -11.13 | -67% |
| Returns for 5 years | 68.62 | 16.87 | 407% |
| Returns for 10 years | 33.33 | N/A | - |
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