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DFSVX vs FRVFX
DFSVX vs FRVFX Comparison
Open Charts DFSVX vs FRVFX
DFA US Small Cap Value I
Price$47.28
Change-$1.24 (-2.56%)
VolumeN/A
Net Assets15.65B
Franklin Small Cap Value C
Price$45.27
Change-$1.02 (-2.20%)
VolumeN/A
Net Assets3.91B
DFSVX vs FRVFX Comparison Chart in %
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DFSVX vs. FRVFX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. FRVFX (3.91B). DFSVX pays higher dividends than FRVFX: DFSVX (1.67) vs FRVFX (0.29). 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 : 0.91 vs. FRVFX (-2.29). DFSVX return over 5 years is better than : 90.88 vs. FRVFX (32.15).
| 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 | -1.678 | 1.335 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 3.91B | 402% |
| Annual Yield % from dividends | 1.67 | 0.29 | 573% |
| Returns for 1 year | 0.91 | -2.29 | -40% |
| Returns for 3 years | 29.99 | 18.49 | 162% |
| Returns for 5 years | 90.88 | 32.15 | 283% |
| Returns for 10 years | 41.52 | -4.84 | -858% |
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