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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
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DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Jun 12, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19B vs. JSVUX (1.26B). DFSVX pays higher dividends than JSVUX: DFSVX (1.51) vs JSVUX (0.83). 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 (7.00). 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 : 33.96 vs. JSVUX (26.34). DFSVX return over 5 years is better than : 38.10 vs. JSVUX (-3.95).
| 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 | 17.777 | 15.645 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19B | 1.26B | 1,510% |
| Annual Yield % from dividends | 1.51 | 0.83 | 183% |
| Returns for 1 year | 33.96 | 26.34 | 129% |
| Returns for 3 years | 59.08 | 38.12 | 155% |
| Returns for 5 years | 38.10 | -3.95 | -964% |
| Returns for 10 years | 106.03 | 38.50 | 275% |
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