DFSVX
Price
$49.00
Change
+$0.97 (+2.02%)
Updated
Oct 13 closing price
Net Assets
15.61B
JSVUX
Price
$29.20
Change
+$0.65 (+2.28%)
Updated
Oct 13 closing price
Net Assets
1.24B
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DFSVX vs JSVUX

Header iconDFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUXBanner chart's image
DFA US Small Cap Value I
Price$49.00
Change+$0.97 (+2.02%)
VolumeN/A
Net Assets15.61B
JPMorgan Small Cap Value R6
Price$29.20
Change+$0.65 (+2.28%)
VolumeN/A
Net Assets1.24B
DFSVX vs JSVUX Comparison Chart in %
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DFSVX vs. JSVUX commentary
Oct 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 Hold and JSVUX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.6B vs. JSVUX (1.24B). DFSVX pays higher dividends than JSVUX: DFSVX (1.66) vs JSVUX (1.04). 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: 49.00 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 : 2.38 vs. JSVUX (-2.18). DFSVX return over 5 years is better than : 82.15 vs. JSVUX (35.64).
DFSVXJSVUXDFSVX / JSVUX
Total Expense Ratio0.310.7442%
Annual Report Gross Expense Ratio0.310.7641%
Fund Existence33 years21 years-
Gain YTD2.3924.32855%
Front LoadN/AN/A-
Min. Initial Investment015000000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.6B1.24B1,259%
Annual Yield % from dividends1.661.04160%
Returns for 1 year2.38-2.18-109%
Returns for 3 years33.1918.29181%
Returns for 5 years82.1535.64230%
Returns for 10 years56.2117.70318%
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