Ad is loading...
DFSVX vs JSVPX
DFSVX vs JSVPX Comparison
Open Charts DFSVX vs JSVPX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
JPMorgan Small Cap Value R3
Price$25.51
Change+$0.24 (+0.95%)
VolumeN/A
Net Assets1.28B
DFSVX vs JSVPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. JSVPX commentary
Jan 31, 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 StrongBuy and JSVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. JSVPX (1.28B). DFSVX pays higher dividends than JSVPX: DFSVX (1.44) vs JSVPX (1.21). DFSVX was incepted earlier than JSVPX: DFSVX (32 years) vs JSVPX (8 years). JSVPX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (25.00). DFSVX (0) and JSVPX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.34 vs. JSVPX (8.50). DFSVX return over 5 years is better than : 64.95 vs. JSVPX (18.28).
| DFSVX | JSVPX | DFSVX / JSVPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 4.082 | 3.531 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.28B | 1,320% |
| Annual Yield % from dividends | 1.44 | 1.21 | 119% |
| Returns for 1 year | 17.34 | 8.50 | 204% |
| Returns for 3 years | 23.52 | -1.10 | -2,136% |
| Returns for 5 years | 64.95 | 18.28 | 355% |
| Returns for 10 years | 57.14 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers