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DFSVX vs FRVFX
DFSVX vs FRVFX Comparison
Open Charts DFSVX vs FRVFX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Franklin Small Cap Value C
Price$39.83
Change-$3.57 (-8.23%)
VolumeN/A
Net Assets3.77B
DFSVX vs FRVFX Comparison Chart
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DFSVX vs. FRVFX commentary
Apr 05, 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: 15B vs. FRVFX (3.77B). DFSVX pays higher dividends than FRVFX: DFSVX (1.65) vs FRVFX (0.31). DFSVX was incepted earlier than FRVFX: DFSVX (32 years) vs FRVFX (29 years). FRVFX (1.75) is less costly to investors than DFSVX (0.31). FRVFX is a more actively managed with annual turnover of: 68.74 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 : -0.75 vs. FRVFX (-5.03). DFSVX return over 5 years is better than : 148.44 vs. FRVFX (70.01).
| DFSVX | FRVFX | DFSVX / FRVFX | |
| Total Expense Ratio | 0.31 | 1.74 | 18% |
| Annual Report Gross Expense Ratio | 0.31 | 1.75 | 18% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | -6.586 | -4.991 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 3.77B | 397% |
| Annual Yield % from dividends | 1.65 | 0.31 | 542% |
| Returns for 1 year | -0.75 | -5.03 | 15% |
| Returns for 3 years | 7.99 | -6.32 | -126% |
| Returns for 5 years | 148.44 | 70.01 | 212% |
| Returns for 10 years | 31.44 | -12.24 | -257% |
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