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DFSVX vs FVADX
DFSVX vs FVADX Comparison
Open Charts DFSVX vs FVADX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.69B
Franklin Small Cap Value Adv
Price$61.94
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets4.16B
DFSVX vs FVADX Comparison Chart
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DFSVX vs. FVADX commentary
Jan 19, 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 FVADX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B 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 : 17.38 vs. FVADX (13.39). DFSVX return over 5 years is better than : 51.83 vs. FVADX (21.84).
| 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 | 2.948 | 2.567 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 4.16B | 402% |
| Annual Yield % from dividends | 1.44 | 0.94 | 153% |
| Returns for 1 year | 17.38 | 13.39 | 130% |
| Returns for 3 years | 16.94 | 3.73 | 454% |
| Returns for 5 years | 51.83 | 21.84 | 237% |
| Returns for 10 years | 57.77 | 22.80 | 253% |
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