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DFSVX vs JSVQX
DFSVX vs JSVQX Comparison
Open Charts DFSVX vs JSVQX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R4
Price$29.65
Change-$0.42 (-1.40%)
VolumeN/A
CapitalizationN/A
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DFSVX vs JSVQX Comparison Chart
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DFSVX vs. JSVQX commentary
Sep 21, 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 StrongBuy and JSVQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. JSVQX (1.36B). 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. JSVQX annual gain was more profitable for investors over the last year : 26.20 vs. DFSVX (22.84). DFSVX return over 5 years is better than : 55.21 vs. JSVQX (20.68).
| 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 | 8.788 | 10.469 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.36B | 1,227% |
| Annual Yield % from dividends | 1.44 | 1.26 | 114% |
| Returns for 1 year | 22.84 | 26.20 | 87% |
| Returns for 3 years | 17.09 | -7.66 | -223% |
| Returns for 5 years | 55.21 | 20.68 | 267% |
| Returns for 10 years | 44.49 | N/A | - |