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DFSVX vs JSVQX
DFSVX vs JSVQX Comparison
Open Charts DFSVX vs JSVQX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
JPMorgan Small Cap Value R4
Price$25.21
Change+$0.37 (+1.49%)
VolumeN/A
Net Assets1.13B
DFSVX vs JSVQX Comparison Chart
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DFSVX vs. JSVQX commentary
May 09, 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: 14.2B vs. JSVQX (1.13B). DFSVX pays higher dividends than JSVQX: DFSVX (1.75) vs JSVQX (0.72). 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 : -3.50 vs. JSVQX (-10.28). DFSVX return over 5 years is better than : 92.33 vs. JSVQX (36.92).
| 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 | -9.256 | -9.704 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 1.13B | 1,257% |
| Annual Yield % from dividends | 1.75 | 0.72 | 243% |
| Returns for 1 year | -3.50 | -10.28 | 34% |
| Returns for 3 years | 13.02 | -4.13 | -315% |
| Returns for 5 years | 92.33 | 36.92 | 250% |
| Returns for 10 years | 28.50 | N/A | - |
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