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DFSVX vs FVFRX
DFSVX vs FVFRX Comparison
Open Charts DFSVX vs FVFRX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Franklin Small Cap Value R
Price$58.73
Change-$0.84 (-1.41%)
VolumeN/A
CapitalizationN/A
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DFSVX vs FVFRX Comparison Chart
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DFSVX vs. FVFRX 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 FVFRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. FVFRX (4.26B). DFSVX pays higher dividends than FVFRX: DFSVX (1.44) vs FVFRX (0.55). DFSVX was incepted earlier than FVFRX: DFSVX (32 years) vs FVFRX (22 years). FVFRX is a more actively managed with annual turnover of: 68.74 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FVFRX: DFSVX (0) vs FVFRX (1000). DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. FVFRX (16.32). DFSVX return over 5 years is better than : 53.86 vs. FVFRX (24.72).
| DFSVX | FVFRX | DFSVX / FVFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 22 years | - |
| Gain YTD | 7.846 | 9.555 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 4.26B | 392% |
| Annual Yield % from dividends | 1.44 | 0.55 | 261% |
| Returns for 1 year | 19.84 | 16.32 | 122% |
| Returns for 3 years | 13.38 | 0.42 | 3,153% |
| Returns for 5 years | 53.86 | 24.72 | 218% |
| Returns for 10 years | 39.64 | 1.19 | 3,330% |
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