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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+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
JPMorgan Small Cap Value R4
Price$27.60
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets1.22B
DFSVX vs JSVQX Comparison Chart in %
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DFSVX vs. JSVQX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. JSVQX (1.22B). DFSVX pays higher dividends than JSVQX: DFSVX (1.67) vs JSVQX (0.94). 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 : 0.60 vs. JSVQX (-6.33). DFSVX return over 5 years is better than : 94.25 vs. JSVQX (41.81).
| 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 | 0.901 | 0.624 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.22B | 1,309% |
| Annual Yield % from dividends | 1.67 | 0.94 | 178% |
| Returns for 1 year | 0.60 | -6.33 | -9% |
| Returns for 3 years | 27.09 | 6.68 | 406% |
| Returns for 5 years | 94.25 | 41.81 | 225% |
| Returns for 10 years | 50.73 | N/A | - |
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