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DFSVX vs JSVQX
DFSVX vs JSVQX Comparison
Open Charts DFSVX vs JSVQX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
JPMorgan Small Cap Value R4
Price$23.20
Change+$0.28 (+1.22%)
VolumeN/A
Net Assets1.04B
DFSVX vs JSVQX Comparison Chart
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DFSVX vs. JSVQX commentary
Apr 12, 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 JSVQX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. JSVQX (1.04B). DFSVX pays higher dividends than JSVQX: DFSVX (1.65) vs JSVQX (0.69). DFSVX was incepted earlier than JSVQX: DFSVX (32 years) vs JSVQX (9 years). JSVQX (1.01) is less costly to investors than DFSVX (0.31). JSVQX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (12.00). DFSVX (0) and JSVQX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -10.09 vs. JSVQX (-15.58). DFSVX return over 5 years is better than : 81.60 vs. JSVQX (29.43).
| DFSVX | JSVQX | DFSVX / JSVQX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | -17.140 | -16.683 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 1.04B | 1,266% |
| Annual Yield % from dividends | 1.65 | 0.69 | 239% |
| Returns for 1 year | -10.09 | -15.58 | 65% |
| Returns for 3 years | -1.27 | -18.18 | 7% |
| Returns for 5 years | 81.60 | 29.43 | 277% |
| Returns for 10 years | 16.53 | N/A | - |
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