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DFSVX vs JSVTX
DFSVX vs JSVTX Comparison
Open Charts DFSVX vs JSVTX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Janus Henderson Small-Mid Cap Value T
Price$14.52
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets79.92M
DFSVX vs JSVTX Comparison Chart
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DFSVX vs. JSVTX commentary
Jun 07, 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 JSVTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. JSVTX (79.9M). DFSVX pays higher dividends than JSVTX: DFSVX (1.65) vs JSVTX (0.43). DFSVX was incepted earlier than JSVTX: DFSVX (32 years) vs JSVTX (13 years). JSVTX (1.17) is less costly to investors than DFSVX (0.31). JSVTX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than JSVTX: DFSVX (0) vs JSVTX (2500). DFSVX annual gain was more profitable for investors over the last year : 0.94 vs. JSVTX (-10.14). DFSVX return over 5 years is better than : 68.62 vs. JSVTX (33.27).
| DFSVX | JSVTX | DFSVX / JSVTX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 1.17 | 26% |
| Fund Existence | 32 years | 13 years | - |
| Gain YTD | -6.110 | -8.767 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 79.9M | 18,523% |
| Annual Yield % from dividends | 1.65 | 0.43 | 383% |
| Returns for 1 year | 0.94 | -10.14 | -9% |
| Returns for 3 years | 7.43 | 9.02 | 82% |
| Returns for 5 years | 68.62 | 33.27 | 206% |
| Returns for 10 years | 33.33 | 20.65 | 161% |
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