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DFSVX vs JSVQX
DFSVX vs JSVQX Comparison
Open Charts DFSVX vs JSVQX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.82B
JPMorgan Small Cap Value R4
Price$29.11
Change+$0.41 (+1.43%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVQX Comparison Chart in %
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DFSVX vs. JSVQX commentary
Sep 06, 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 JSVQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. JSVQX (1.25B). DFSVX pays higher dividends than JSVQX: DFSVX (1.52) vs JSVQX (0.87). DFSVX was incepted earlier than JSVQX: DFSVX (33 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 : 11.40 vs. JSVQX (3.09). DFSVX return over 5 years is better than : 94.21 vs. JSVQX (41.05).
| DFSVX | JSVQX | DFSVX / JSVQX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 6.765 | 6.130 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.25B | 1,342% |
| Annual Yield % from dividends | 1.52 | 0.87 | 175% |
| Returns for 1 year | 11.40 | 3.09 | 369% |
| Returns for 3 years | 35.36 | 14.28 | 248% |
| Returns for 5 years | 94.21 | 41.05 | 230% |
| Returns for 10 years | 64.86 | N/A | - |
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