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DFSVX vs JSVRX
DFSVX vs JSVRX Comparison
Open Charts DFSVX vs JSVRX
DFSVX vs JSVRX Comparison Chart in %
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DFSVX vs. JSVRX commentary
Jun 04, 2026
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: 18.7B vs. JSVRX (1.27B). DFSVX pays higher dividends than JSVRX: DFSVX (1.51) vs JSVRX (0.77). DFSVX was incepted earlier than JSVRX: DFSVX (33 years) vs JSVRX (20 years). JSVRX (0.87) is less costly to investors than DFSVX (0.31). JSVRX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (7.00). DFSVX (0) and JSVRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 37.29 vs. JSVRX (31.42). DFSVX return over 5 years is better than : 36.39 vs. JSVRX (-2.87).
| DFSVX | JSVRX | DFSVX / JSVRX | |
| Total Expense Ratio | 0.31 | 0.84 | 37% |
| Annual Report Gross Expense Ratio | 0.31 | 0.87 | 36% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 16.319 | 16.355 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7B | 1.27B | 1,478% |
| Annual Yield % from dividends | 1.51 | 0.77 | 196% |
| Returns for 1 year | 37.29 | 31.42 | 119% |
| Returns for 3 years | 61.26 | 40.92 | 150% |
| Returns for 5 years | 36.39 | -2.87 | -1,268% |
| Returns for 10 years | 101.56 | 37.17 | 273% |
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