Interact to see
Advertisement
Advertisement
DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFA US Small Cap Value I
Price$50.81
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets16.64B
JPMorgan Small Cap Value R5
Price$29.26
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. JSVRX commentary
Sep 16, 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 Hold and JSVRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. JSVRX (1.25B). DFSVX pays higher dividends than JSVRX: DFSVX (1.52) vs JSVRX (0.98). 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 : 9.25 vs. JSVRX (1.33). DFSVX return over 5 years is better than : 94.71 vs. JSVRX (43.60).
| 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 | 5.850 | 6.286 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.25B | 1,329% |
| Annual Yield % from dividends | 1.52 | 0.98 | 156% |
| Returns for 1 year | 9.25 | 1.33 | 695% |
| Returns for 3 years | 34.27 | 14.79 | 232% |
| Returns for 5 years | 94.71 | 43.60 | 217% |
| Returns for 10 years | 65.66 | 23.67 | 277% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RNEM | 55.51 | 0.30 | +0.55% |
| First Trust Emerging Markets Eq Sel ETF | |||
| GSY | 50.34 | 0.03 | +0.06% |
| Invesco Ultra Short Duration ETF | |||
| TRSY | 30.14 | 0.02 | +0.05% |
| Xtrackers US 0-1 Year Treasury ETF | |||
| TSEC | 26.37 | 0.01 | +0.04% |
| Touchstone Securitized Income ETF | |||
| SIXA | 49.61 | -0.12 | -0.23% |
| ETC 6 Meridian Mega Cap Equity ETF | |||