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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$50.85
Change+$2.10 (+4.31%)
VolumeN/A
Net Assets16.73B
JPMorgan Small Cap Value R5
Price$28.86
Change+$1.13 (+4.08%)
VolumeN/A
Net Assets1.26B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Aug 25, 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 JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. JSVRX (1.26B). DFSVX pays higher dividends than JSVRX: DFSVX (1.64) vs JSVRX (1.04). DFSVX was incepted earlier than JSVRX: DFSVX (33 years) vs JSVRX (19 years). JSVRX (0.86) is less costly to investors than DFSVX (0.31). JSVRX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (12.00). DFSVX (0) and JSVRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.63 vs. JSVRX (1.97). DFSVX return over 5 years is better than : 95.15 vs. JSVRX (42.76).
| DFSVX | JSVRX | DFSVX / JSVRX | |
| Total Expense Ratio | 0.31 | 0.84 | 37% |
| Annual Report Gross Expense Ratio | 0.31 | 0.86 | 36% |
| Fund Existence | 33 years | 19 years | - |
| Gain YTD | 5.746 | 5.265 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.26B | 1,330% |
| Annual Yield % from dividends | 1.64 | 1.04 | 158% |
| Returns for 1 year | 9.63 | 1.97 | 489% |
| Returns for 3 years | 25.14 | 6.45 | 390% |
| Returns for 5 years | 95.15 | 42.76 | 223% |
| Returns for 10 years | 72.89 | 27.69 | 263% |
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