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DFSVX vs JSVQX
DFSVX vs JSVQX Comparison
Open Charts DFSVX vs JSVQX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
JPMorgan Small Cap Value R4
Price$28.50
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets1.28B
DFSVX vs JSVQX Comparison Chart
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DFSVX vs. JSVQX commentary
Jan 31, 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 StrongBuy and JSVQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. JSVQX (1.28B). 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 : 17.34 vs. JSVQX (9.42). DFSVX return over 5 years is better than : 64.95 vs. JSVQX (22.99).
| 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 | 4.082 | 3.561 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.28B | 1,320% |
| Annual Yield % from dividends | 1.44 | 1.26 | 114% |
| Returns for 1 year | 17.34 | 9.42 | 184% |
| Returns for 3 years | 23.52 | 0.97 | 2,435% |
| Returns for 5 years | 64.95 | 22.99 | 283% |
| Returns for 10 years | 57.14 | N/A | - |
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