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DFSVX vs FRVFX
DFSVX vs FRVFX Comparison
Open Charts DFSVX vs FRVFX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Franklin Small Cap Value C
Price$43.91
Change+$0.56 (+1.29%)
VolumeN/A
Net Assets3.69B
DFSVX vs FRVFX Comparison Chart
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DFSVX vs. FRVFX commentary
Jun 07, 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: 14.8B vs. FRVFX (3.69B). DFSVX pays higher dividends than FRVFX: DFSVX (1.65) vs FRVFX (0.30). 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 : 0.94 vs. FRVFX (-4.05). DFSVX return over 5 years is better than : 68.62 vs. FRVFX (17.80).
| 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 | -6.110 | -5.101 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 3.69B | 401% |
| Annual Yield % from dividends | 1.65 | 0.30 | 543% |
| Returns for 1 year | 0.94 | -4.05 | -23% |
| Returns for 3 years | 7.43 | -5.27 | -141% |
| Returns for 5 years | 68.62 | 17.80 | 385% |
| Returns for 10 years | 33.33 | -12.24 | -272% |
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