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DFSVX vs JSVPX
DFSVX vs JSVPX Comparison
Open Charts DFSVX vs JSVPX
DFA US Small Cap Value I
Price$47.28
Change-$1.24 (-2.56%)
VolumeN/A
Net Assets15.65B
JPMorgan Small Cap Value R3
Price$24.18
Change-$0.58 (-2.34%)
VolumeN/A
Net Assets1.23B
DFSVX vs JSVPX Comparison Chart in %
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DFSVX vs. JSVPX commentary
Jul 17, 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 Hold and JSVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. JSVPX (1.23B). DFSVX pays higher dividends than JSVPX: DFSVX (1.67) vs JSVPX (0.83). 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 : 0.91 vs. JSVPX (-4.18). DFSVX return over 5 years is better than : 90.88 vs. JSVPX (37.21).
| 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 | -1.678 | 0.742 | -226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 1.23B | 1,275% |
| Annual Yield % from dividends | 1.67 | 0.83 | 202% |
| Returns for 1 year | 0.91 | -4.18 | -22% |
| Returns for 3 years | 29.99 | 8.96 | 335% |
| Returns for 5 years | 90.88 | 37.21 | 244% |
| Returns for 10 years | 41.52 | N/A | - |
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