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DFSVX vs FRVFX
DFSVX vs FRVFX Comparison
Open Charts DFSVX vs FRVFX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Franklin Small Cap Value C
Price$42.08
Change+$0.66 (+1.59%)
VolumeN/A
Net Assets3.55B
DFSVX vs FRVFX Comparison Chart
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DFSVX vs. FRVFX commentary
May 09, 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 FRVFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. FRVFX (3.55B). DFSVX pays higher dividends than FRVFX: DFSVX (1.75) vs FRVFX (0.32). DFSVX was incepted earlier than FRVFX: DFSVX (32 years) vs FRVFX (29 years). FRVFX (1.73) is less costly to investors than DFSVX (0.31). FRVFX is a more actively managed with annual turnover of: 59.68 vs. DFSVX (12.00). 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 : -3.50 vs. FRVFX (-8.96). DFSVX return over 5 years is better than : 92.33 vs. FRVFX (32.34).
| DFSVX | FRVFX | DFSVX / FRVFX | |
| Total Expense Ratio | 0.31 | 1.72 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.73 | 18% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | -9.256 | -9.326 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 3.55B | 400% |
| Annual Yield % from dividends | 1.75 | 0.32 | 547% |
| Returns for 1 year | -3.50 | -8.96 | 39% |
| Returns for 3 years | 13.02 | -1.87 | -695% |
| Returns for 5 years | 92.33 | 32.34 | 285% |
| Returns for 10 years | 28.50 | -16.78 | -170% |
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