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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
JPMorgan Small Cap Value R6
Price$29.02
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets1.24B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. JSVUX (1.24B). DFSVX pays higher dividends than JSVUX: DFSVX (1.64) vs JSVUX (1.14). DFSVX was incepted earlier than JSVUX: DFSVX (33 years) vs JSVUX (21 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 : 7.49 vs. JSVUX (0.19). DFSVX return over 5 years is better than : 90.25 vs. JSVUX (40.06).
| DFSVX | JSVUX | DFSVX / JSVUX | |
| Total Expense Ratio | 0.31 | 0.74 | 42% |
| Annual Report Gross Expense Ratio | 0.31 | 0.76 | 41% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 6.120 | 5.815 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.24B | 1,334% |
| Annual Yield % from dividends | 1.64 | 1.14 | 144% |
| Returns for 1 year | 7.49 | 0.19 | 3,924% |
| Returns for 3 years | 27.42 | 9.13 | 300% |
| Returns for 5 years | 90.25 | 40.06 | 225% |
| Returns for 10 years | 63.42 | 22.80 | 278% |
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