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DFSVX vs JSVSX
DFSVX vs JSVSX Comparison
Open Charts DFSVX vs JSVSX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Janus Henderson Small-Mid Cap Value S
Price$13.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets79.92M
DFSVX vs JSVSX Comparison Chart
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DFSVX vs. JSVSX commentary
May 23, 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 JSVSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. JSVSX (79.9M). DFSVX pays higher dividends than JSVSX: DFSVX (1.75) vs JSVSX (0.32). DFSVX was incepted earlier than JSVSX: DFSVX (32 years) vs JSVSX (13 years). JSVSX (2.68) is less costly to investors than DFSVX (0.31). JSVSX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than JSVSX: DFSVX (0) vs JSVSX (2500). DFSVX annual gain was more profitable for investors over the last year : -3.63 vs. JSVSX (-12.68). DFSVX return over 5 years is better than : 94.99 vs. JSVSX (46.98).
| DFSVX | JSVSX | DFSVX / JSVSX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 2.68 | 12% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | -8.573 | -9.819 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 79.9M | 18,273% |
| Annual Yield % from dividends | 1.75 | 0.32 | 544% |
| Returns for 1 year | -3.63 | -12.68 | 29% |
| Returns for 3 years | 12.64 | 12.92 | 98% |
| Returns for 5 years | 94.99 | 46.98 | 202% |
| Returns for 10 years | 28.61 | 15.94 | 179% |
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