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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R5
Price$29.65
Change-$0.42 (-1.40%)
VolumeN/A
CapitalizationN/A
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DFSVX vs JSVRX Comparison Chart
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DFSVX vs. JSVRX 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 Buy and JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. JSVRX (1.36B). DFSVX (1.44) and JSVRX (1.40) have matching dividends . DFSVX was incepted earlier than JSVRX: DFSVX (32 years) vs JSVRX (18 years). JSVRX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (25.00). DFSVX (0) and JSVRX (0) have matching initial minimum investment requirements. JSVRX annual gain was more profitable for investors over the last year : 22.80 vs. DFSVX (19.84). DFSVX return over 5 years is better than : 53.86 vs. JSVRX (20.70).
| DFSVX | JSVRX | DFSVX / JSVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 7.846 | 9.915 | 79% |
| 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 | 1.40 | 103% |
| Returns for 1 year | 19.84 | 22.80 | 87% |
| Returns for 3 years | 13.38 | -9.98 | -134% |
| Returns for 5 years | 53.86 | 20.70 | 260% |
| Returns for 10 years | 39.64 | 13.63 | 291% |
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