Interact to see
Advertisement
Advertisement
DFSVX vs JSVZX
DFSVX vs JSVZX Comparison
Open Charts DFSVX vs JSVZX
DFA US Small Cap Value I
Price$50.77
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
JPMorgan Small Cap Value R2
Price$25.55
Change-$0.10 (-0.39%)
VolumeN/A
Net Assets1.25B
DFSVX vs JSVZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. JSVZX commentary
Sep 17, 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 JSVZX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. JSVZX (1.25B). DFSVX pays higher dividends than JSVZX: DFSVX (1.52) vs JSVZX (0.61). 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: 61.00 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 : 8.31 vs. JSVZX (-0.18). DFSVX return over 5 years is better than : 94.84 vs. JSVZX (36.39).
| 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 | 5.580 | 6.248 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 1.25B | 1,324% |
| Annual Yield % from dividends | 1.52 | 0.61 | 250% |
| Returns for 1 year | 8.31 | -0.18 | -4,553% |
| Returns for 3 years | 33.93 | 11.42 | 297% |
| Returns for 5 years | 94.84 | 36.39 | 261% |
| Returns for 10 years | 65.24 | 11.55 | 565% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement