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DFSVX vs JSVQX
DFSVX vs JSVQX Comparison
Open Charts DFSVX vs JSVQX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R4
Price$28.82
Change-$0.41 (-1.40%)
VolumeN/A
CapitalizationN/A
DFSVX vs JSVQX Comparison Chart
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DFSVX vs. JSVQX 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 Buy and JSVQX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B vs. JSVQX (1.33B). DFSVX pays higher dividends than JSVQX: DFSVX (1.44) vs JSVQX (1.26). DFSVX was incepted earlier than JSVQX: DFSVX (32 years) vs JSVQX (8 years). JSVQX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (25.00). DFSVX (0) and JSVQX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. JSVQX (10.20). DFSVX return over 5 years is better than : 52.30 vs. JSVQX (16.51).
| DFSVX | JSVQX | DFSVX / JSVQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 13.283 | 7.708 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 1.33B | 1,289% |
| Annual Yield % from dividends | 1.44 | 1.26 | 114% |
| Returns for 1 year | 15.68 | 10.20 | 154% |
| Returns for 3 years | 24.57 | 0.22 | 11,195% |
| Returns for 5 years | 52.30 | 16.51 | 317% |
| Returns for 10 years | 52.91 | N/A | - |
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