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DFSVX vs JSVTX
DFSVX vs JSVTX Comparison
Open Charts DFSVX vs JSVTX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Janus Henderson Small-Mid Cap Value T
Price$14.07
Change+$0.27 (+1.96%)
VolumeN/A
Net Assets79.92M
DFSVX vs JSVTX Comparison Chart
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DFSVX vs. JSVTX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. JSVTX (79.9M). DFSVX pays higher dividends than JSVTX: DFSVX (1.75) vs JSVTX (0.45). 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 : -3.50 vs. JSVTX (-11.74). DFSVX return over 5 years is better than : 92.33 vs. JSVTX (44.59).
| 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 | -9.256 | -10.610 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 79.9M | 17,772% |
| Annual Yield % from dividends | 1.75 | 0.45 | 390% |
| Returns for 1 year | -3.50 | -11.74 | 30% |
| Returns for 3 years | 13.02 | 14.43 | 90% |
| Returns for 5 years | 92.33 | 44.59 | 207% |
| Returns for 10 years | 28.50 | 18.77 | 152% |
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