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DFSVX vs JSVZX
DFSVX vs JSVZX Comparison
Open Charts DFSVX vs JSVZX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.34B
JPMorgan Small Cap Value R2
Price$23.30
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.19B
DFSVX vs JSVZX Comparison Chart in %
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DFSVX vs. JSVZX commentary
Jun 30, 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: 15.3B vs. JSVZX (1.19B). DFSVX pays higher dividends than JSVZX: DFSVX (1.65) vs JSVZX (0.62). DFSVX was incepted earlier than JSVZX: DFSVX (32 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 : 5.37 vs. JSVZX (-1.73). DFSVX return over 5 years is better than : 102.91 vs. JSVZX (38.44).
| DFSVX | JSVZX | DFSVX / JSVZX | |
| Total Expense Ratio | 0.31 | 1.49 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.60 | 19% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -3.342 | -3.486 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 1.19B | 1,289% |
| Annual Yield % from dividends | 1.65 | 0.62 | 266% |
| Returns for 1 year | 5.37 | -1.73 | -311% |
| Returns for 3 years | 25.31 | 3.87 | 655% |
| Returns for 5 years | 102.91 | 38.44 | 268% |
| Returns for 10 years | 37.61 | -7.89 | -477% |
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