DFSVX
Price
$43.56
Change
+$0.03 (+0.07%)
Updated
Apr 18, 6:59 PM EST
JSVUX
Price
$26.37
Change
-$0.01 (-0.04%)
Updated
Apr 18, 6:59 PM EST
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Analysis and predictions DFSVX vs JSVUX

Header iconDFSVX vs JSVUX Comparison
Open Charts DFSVX vs JSVUXBanner chart's image
DFA US Small Cap Value I
Price$43.56
Change+$0.03 (+0.07%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R6
Price$26.37
Change-$0.01 (-0.04%)
VolumeN/A
CapitalizationN/A
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DFSVX vs JSVUX Comparison Chart

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VS
DFSVX vs. JSVUX commentary
Apr 19, 2024

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 Sell and JSVUX is a StrongSell.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.7B vs. JSVUX (1.31B). JSVUX (1.49) and DFSVX (1.44) have matching dividends . DFSVX was incepted earlier than JSVUX: DFSVX (31 years) vs JSVUX (19 years). JSVUX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (25.00). 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 : 13.64 vs. JSVUX (12.08). DFSVX return over 5 years is better than : 31.66 vs. JSVUX (7.04).
DFSVXJSVUXDFSVX / JSVUX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years19 years-
Gain YTD-2.807-2.084135%
Front LoadN/AN/A-
Min. Initial Investment015000000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.7B1.31B1,126%
Annual Yield % from dividends1.441.4997%
Returns for 1 year13.6412.08113%
Returns for 3 years1.95-18.34-11%
Returns for 5 years31.667.04450%
Returns for 10 years29.382.851,030%
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