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DFSVX vs JSVUX
DFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUX
DFA US Small Cap Value I
Price$50.90
Change-$0.65 (-1.26%)
VolumeN/A
Net Assets16.69B
JPMorgan Small Cap Value R6
Price$29.21
Change-$0.32 (-1.08%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Sep 15, 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: 16.7B vs. JSVUX (1.25B). DFSVX pays higher dividends than JSVUX: DFSVX (1.52) vs JSVUX (1.07). 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 : 12.05 vs. JSVUX (4.08). DFSVX return over 5 years is better than : 99.03 vs. JSVUX (48.57).
| 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 | 5.850 | 6.361 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 15000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.25B | 1,341% |
| Annual Yield % from dividends | 1.52 | 1.07 | 142% |
| Returns for 1 year | 12.05 | 4.08 | 295% |
| Returns for 3 years | 32.52 | 13.61 | 239% |
| Returns for 5 years | 99.03 | 48.57 | 204% |
| Returns for 10 years | 64.05 | 23.39 | 274% |
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