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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$51.17
Change+$0.26 (+0.51%)
VolumeN/A
Net Assets16.36B
JPMorgan Small Cap Value R6
Price$30.63
Change+$0.28 (+0.92%)
VolumeN/A
Net Assets1.26B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Nov 27, 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: 16.4B vs. JSVUX (1.26B). DFSVX pays higher dividends than JSVUX: DFSVX (1.69) vs JSVUX (1.03). 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: 72.00 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 : -1.50 vs. JSVUX (-2.36). DFSVX return over 5 years is better than : 63.59 vs. JSVUX (23.82).
| 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 | 6.926 | 11.929 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 1.26B | 1,303% |
| Annual Yield % from dividends | 1.69 | 1.03 | 164% |
| Returns for 1 year | -1.50 | -2.36 | 63% |
| Returns for 3 years | 22.01 | 13.78 | 160% |
| Returns for 5 years | 63.59 | 23.82 | 267% |
| Returns for 10 years | 58.94 | 22.49 | 262% |
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