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DFSVX vs JSVZX
DFSVX vs JSVZX Comparison
Open Charts DFSVX vs JSVZX
DFA US Small Cap Value I
Price$50.16
Change+$0.46 (+0.93%)
VolumeN/A
Net Assets16.13B
JPMorgan Small Cap Value R2
Price$25.87
Change-$0.26 (-1.00%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVZX Comparison Chart in %
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DFSVX vs. JSVZX commentary
Oct 24, 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 JSVZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. JSVZX (1.25B). DFSVX pays higher dividends than JSVZX: DFSVX (1.66) vs JSVZX (0.59). DFSVX was incepted earlier than JSVZX: DFSVX (33 years) vs JSVZX (17 years). JSVZX (1.60) is less costly to investors than DFSVX (0.31). JSVZX is a more actively managed with annual turnover of: 49.00 vs. DFSVX (12.00). DFSVX (0) and JSVZX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 6.25 vs. JSVZX (1.17). DFSVX return over 5 years is better than : 81.75 vs. JSVZX (29.31).
| DFSVX | JSVZX | DFSVX / JSVZX | |
| Total Expense Ratio | 0.31 | 1.49 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.60 | 19% |
| Fund Existence | 33 years | 17 years | - |
| Gain YTD | 4.816 | 8.477 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 1.25B | 1,287% |
| Annual Yield % from dividends | 1.66 | 0.59 | 283% |
| Returns for 1 year | 6.25 | 1.17 | 536% |
| Returns for 3 years | 30.22 | 15.58 | 194% |
| Returns for 5 years | 81.75 | 29.31 | 279% |
| Returns for 10 years | 60.54 | 8.53 | 710% |
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