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DFSVX vs JSVPX
DFSVX vs JSVPX Comparison
Open Charts DFSVX vs JSVPX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R3
Price$24.64
Change-$1.16 (-4.50%)
VolumeN/A
CapitalizationN/A
DFSVX vs JSVPX Comparison Chart
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DFSVX vs. JSVPX commentary
Dec 19, 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 Hold and JSVPX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. JSVPX (1.32B). 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. JSVPX (9.24) and DFSVX (9.08) have marching annual gain over last year. DFSVX return over 5 years is better than : 46.31 vs. JSVPX (12.03).
| 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 | 8.833 | 6.785 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.32B | 1,285% |
| Annual Yield % from dividends | 1.44 | 1.21 | 119% |
| Returns for 1 year | 9.08 | 9.24 | 98% |
| Returns for 3 years | 19.68 | -1.86 | -1,061% |
| Returns for 5 years | 46.31 | 12.03 | 385% |
| Returns for 10 years | 46.90 | N/A | - |
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