DFSVX
Price
$43.53
Change
-$0.34 (-0.78%)
Updated
Apr 17, 6:59 PM EST
JSVZX
Price
$23.33
Change
-$0.20 (-0.85%)
Updated
Apr 17, 6:59 PM EST
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Compare trend and price DFSVX vs JSVZX

Header iconDFSVX vs JSVZX Comparison
Open Charts DFSVX vs JSVZXBanner chart's image
DFA US Small Cap Value I
Price$43.53
Change-$0.34 (-0.78%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Value R2
Price$23.33
Change-$0.20 (-0.85%)
VolumeN/A
CapitalizationN/A
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DFSVX vs JSVZX Comparison Chart

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VS
DFSVX vs. JSVZX commentary
Apr 18, 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 Hold and JSVZX is a StrongSell.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. JSVZX (1.31B). DFSVX pays higher dividends than JSVZX: DFSVX (1.44) vs JSVZX (1.07). DFSVX was incepted earlier than JSVZX: DFSVX (31 years) vs JSVZX (15 years). JSVZX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (25.00). DFSVX (0) and JSVZX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 14.21 vs. JSVZX (12.15). DFSVX return over 5 years is better than : 32.69 vs. JSVZX (1.00).
DFSVXJSVZXDFSVX / JSVZX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence31 years15 years-
Gain YTD-2.048-1.424144%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14.9B1.31B1,140%
Annual Yield % from dividends1.441.07135%
Returns for 1 year14.2112.15117%
Returns for 3 years2.75-22.33-12%
Returns for 5 years32.691.003,255%
Returns for 10 years30.39-6.99-435%
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