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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$50.86
Change+$0.44 (+0.87%)
VolumeN/A
Net Assets16.54B
JPMorgan Small Cap Value R5
Price$29.59
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Oct 06, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. JSVRX (1.25B). DFSVX pays higher dividends than JSVRX: DFSVX (1.66) vs JSVRX (0.95). 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 : 8.72 vs. JSVRX (3.73). DFSVX return over 5 years is better than : 98.88 vs. JSVRX (47.53).
| 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 | 6.279 | 8.286 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 1.25B | 1,316% |
| Annual Yield % from dividends | 1.66 | 0.95 | 175% |
| Returns for 1 year | 8.72 | 3.73 | 234% |
| Returns for 3 years | 35.46 | 18.21 | 195% |
| Returns for 5 years | 98.88 | 47.53 | 208% |
| Returns for 10 years | 65.67 | 24.38 | 269% |
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