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DFSVX vs FRVLX
DFSVX vs FRVLX Comparison
Open Charts DFSVX vs FRVLX
DFA US Small Cap Value I
Price$49.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Franklin Small Cap Value A
Price$60.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFSVX vs FRVLX Comparison Chart
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DFSVX vs. FRVLX commentary
Sep 21, 2024
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 FRVLX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. FRVLX (4.16B). 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 : 19.84 vs. FRVLX (16.65). DFSVX return over 5 years is better than : 53.86 vs. FRVLX (26.04).
| 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 | 7.846 | 9.766 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 4.16B | 392% |
| Annual Yield % from dividends | 1.44 | 0.78 | 184% |
| Returns for 1 year | 19.84 | 16.65 | 119% |
| Returns for 3 years | 13.38 | 1.14 | 1,177% |
| Returns for 5 years | 53.86 | 26.04 | 207% |
| Returns for 10 years | 39.64 | 2.75 | 1,443% |
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