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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$46.95
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets15.5B
JPMorgan Small Cap Value R6
Price$27.04
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets1.18B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Aug 08, 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 JSVUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. JSVUX (1.18B). DFSVX pays higher dividends than JSVUX: DFSVX (1.64) vs JSVUX (1.14). DFSVX was incepted earlier than JSVUX: DFSVX (32 years) vs JSVUX (20 years). JSVUX (0.76) is less costly to investors than DFSVX (0.31). JSVUX is a more actively managed with annual turnover of: 61.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than JSVUX: DFSVX (0) vs JSVUX (15000000). DFSVX annual gain was more profitable for investors over the last year : 6.11 vs. JSVUX (-1.04). DFSVX return over 5 years is better than : 77.41 vs. JSVUX (32.02).
| DFSVX | JSVUX | DFSVX / JSVUX | |
| Total Expense Ratio | 0.31 | 0.74 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -2.364 | -1.358 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 1.18B | 1,310% |
| Annual Yield % from dividends | 1.64 | 1.14 | 144% |
| Returns for 1 year | 6.11 | -1.04 | -589% |
| Returns for 3 years | 17.54 | 0.06 | 28,302% |
| Returns for 5 years | 77.41 | 32.02 | 242% |
| Returns for 10 years | 43.95 | 10.87 | 404% |
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