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DFSVX vs FVFRX
DFSVX vs FVFRX Comparison
Open Charts DFSVX vs FVFRX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Franklin Small Cap Value R
Price$48.19
Change-$4.32 (-8.23%)
VolumeN/A
Net Assets3.77B
DFSVX vs FVFRX Comparison Chart
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DFSVX vs. FVFRX commentary
Apr 04, 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 FVFRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. FVFRX (3.77B). DFSVX pays higher dividends than FVFRX: DFSVX (1.65) vs FVFRX (0.64). DFSVX was incepted earlier than FVFRX: DFSVX (32 years) vs FVFRX (23 years). FVFRX (1.25) is less costly to investors than DFSVX (0.31). FVFRX is a more actively managed with annual turnover of: 68.74 vs. DFSVX (12.00). 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 : -0.75 vs. FVFRX (-4.19). DFSVX return over 5 years is better than : 148.44 vs. FVFRX (78.18).
| DFSVX | FVFRX | DFSVX / FVFRX | |
| Total Expense Ratio | 0.31 | 1.24 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.25 | 25% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -6.586 | -6.304 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 3.77B | 397% |
| Annual Yield % from dividends | 1.65 | 0.64 | 257% |
| Returns for 1 year | -0.75 | -4.19 | 18% |
| Returns for 3 years | 7.99 | -4.74 | -169% |
| Returns for 5 years | 148.44 | 78.18 | 190% |
| Returns for 10 years | 31.44 | -1.17 | -2,689% |
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