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DFSVX vs FRVFX
DFSVX vs FRVFX Comparison
Open Charts DFSVX vs FRVFX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Franklin Small Cap Value C
Price$46.83
Change+$0.12 (+0.26%)
VolumeN/A
Net Assets4.17B
DFSVX vs FRVFX Comparison Chart
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DFSVX vs. FRVFX commentary
Jan 19, 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 FRVFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. FRVFX (4.17B). DFSVX pays higher dividends than FRVFX: DFSVX (1.44) vs FRVFX (0.22). DFSVX was incepted earlier than FRVFX: DFSVX (32 years) vs FRVFX (28 years). FRVFX is a more actively managed with annual turnover of: 68.74 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FRVFX: DFSVX (0) vs FRVFX (1000). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. FRVFX (10.38). DFSVX return over 5 years is better than : 51.83 vs. FRVFX (10.68).
| DFSVX | FRVFX | DFSVX / FRVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 2.948 | 2.518 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.17B | 403% |
| Annual Yield % from dividends | 1.44 | 0.22 | 655% |
| Returns for 1 year | 17.38 | 10.38 | 167% |
| Returns for 3 years | 16.94 | -2.09 | -808% |
| Returns for 5 years | 51.83 | 10.68 | 485% |
| Returns for 10 years | 57.77 | 1.62 | 3,559% |
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