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DFSVX vs FRVLX
DFSVX vs FRVLX Comparison
Open Charts DFSVX vs FRVLX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Franklin Small Cap Value A
Price$57.73
Change+$0.41 (+0.72%)
VolumeN/A
Net Assets4.15B
DFSVX vs FRVLX Comparison Chart
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DFSVX vs. FRVLX commentary
Jan 31, 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 StrongBuy and FRVLX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. FRVLX (4.15B). DFSVX pays higher dividends than FRVLX: DFSVX (1.44) vs FRVLX (0.78). DFSVX was incepted earlier than FRVLX: DFSVX (32 years) vs FRVLX (29 years). FRVLX is a more actively managed with annual turnover of: 68.74 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FRVLX: DFSVX (0) vs FRVLX (1000). DFSVX annual gain was more profitable for investors over the last year : 17.34 vs. FRVLX (10.86). DFSVX return over 5 years is better than : 64.95 vs. FRVLX (25.61).
| DFSVX | FRVLX | DFSVX / FRVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 4.082 | 2.412 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.15B | 408% |
| Annual Yield % from dividends | 1.44 | 0.78 | 184% |
| Returns for 1 year | 17.34 | 10.86 | 160% |
| Returns for 3 years | 23.52 | 5.12 | 460% |
| Returns for 5 years | 64.95 | 25.61 | 254% |
| Returns for 10 years | 57.14 | 14.79 | 386% |
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