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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$50.43
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets16.36B
JPMorgan Small Cap Value R5
Price$30.14
Change+$0.36 (+1.21%)
VolumeN/A
Net Assets1.27B
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Oct 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.4B vs. JSVRX (1.28B). 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: 49.00 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 : 6.42 vs. JSVRX (4.40). DFSVX return over 5 years is better than : 82.73 vs. JSVRX (39.00).
| 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 | 5.380 | 10.299 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 1.28B | 1,286% |
| Annual Yield % from dividends | 1.66 | 0.95 | 175% |
| Returns for 1 year | 6.42 | 4.40 | 146% |
| Returns for 3 years | 28.72 | 17.82 | 161% |
| Returns for 5 years | 82.73 | 39.00 | 212% |
| Returns for 10 years | 64.27 | 25.19 | 255% |
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