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DFSVX vs JSVPX
DFSVX vs JSVPX Comparison
Open Charts DFSVX vs JSVPX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets13.84B
JPMorgan Small Cap Value R3
Price$21.45
Change+$1.50 (+7.52%)
VolumeN/A
Net Assets1.01B
DFSVX vs JSVPX Comparison Chart
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DFSVX vs. JSVPX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.8B vs. JSVPX (1.01B). 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 : -15.85 vs. JSVPX (-20.33). DFSVX return over 5 years is better than : 73.80 vs. JSVPX (21.00).
| 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 | -20.700 | -19.034 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 1.01B | 1,372% |
| Annual Yield % from dividends | 1.65 | 0.78 | 213% |
| Returns for 1 year | -15.85 | -20.33 | 78% |
| Returns for 3 years | -5.38 | -22.10 | 24% |
| Returns for 5 years | 73.80 | 21.00 | 351% |
| Returns for 10 years | 11.58 | N/A | - |
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