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DFSVX vs JSVQX
DFSVX vs JSVQX Comparison
Open Charts DFSVX vs JSVQX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
JPMorgan Small Cap Value R4
Price$25.65
Change-$0.48 (-1.84%)
VolumeN/A
Net Assets1.17B
DFSVX vs JSVQX Comparison Chart
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DFSVX vs. JSVQX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. JSVQX (1.17B). DFSVX pays higher dividends than JSVQX: DFSVX (1.65) vs JSVQX (0.69). 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 : 1.83 vs. JSVQX (-3.29). DFSVX return over 5 years is better than : 86.94 vs. JSVQX (38.02).
| 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 | -6.462 | -5.015 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 1.17B | 1,297% |
| Annual Yield % from dividends | 1.65 | 0.69 | 237% |
| Returns for 1 year | 1.83 | -3.29 | -56% |
| Returns for 3 years | 19.38 | 4.15 | 467% |
| Returns for 5 years | 86.94 | 38.02 | 229% |
| Returns for 10 years | 30.89 | N/A | - |
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