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DFSVX vs FVADX
DFSVX vs FVADX Comparison
Open Charts DFSVX vs FVADX
DFA US Small Cap Value I
Price$49.19
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Franklin Small Cap Value Adv
Price$65.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DFSVX vs FVADX Comparison Chart
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DFSVX vs. FVADX 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 FVADX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. FVADX (4.16B). DFSVX pays higher dividends than FVADX: DFSVX (1.44) vs FVADX (0.94). DFSVX was incepted earlier than FVADX: DFSVX (32 years) vs FVADX (28 years). FVADX is a more actively managed with annual turnover of: 68.74 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FVADX: DFSVX (0) vs FVADX (100000). DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. FVADX (17.24). DFSVX return over 5 years is better than : 53.86 vs. FVADX (28.82).
| DFSVX | FVADX | DFSVX / FVADX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 7.846 | 9.964 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 4.16B | 392% |
| Annual Yield % from dividends | 1.44 | 0.94 | 153% |
| Returns for 1 year | 19.84 | 17.24 | 115% |
| Returns for 3 years | 13.38 | 2.69 | 497% |
| Returns for 5 years | 53.86 | 28.82 | 187% |
| Returns for 10 years | 39.64 | 7.73 | 513% |
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