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DFSVX vs FVFRX
DFSVX vs FVFRX Comparison
Open Charts DFSVX vs FVFRX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Franklin Small Cap Value R
Price$55.34
Change-$1.42 (-2.50%)
VolumeN/A
Net Assets4.16B
DFSVX vs FVFRX Comparison Chart
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DFSVX vs. FVFRX commentary
Feb 23, 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 FVFRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. FVFRX (4.16B). DFSVX pays higher dividends than FVFRX: DFSVX (1.44) vs FVFRX (0.55). DFSVX was incepted earlier than FVFRX: DFSVX (32 years) vs FVFRX (23 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 : 9.32 vs. FVFRX (7.85). DFSVX return over 5 years is better than : 52.23 vs. FVFRX (21.38).
| DFSVX | FVFRX | DFSVX / FVFRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -1.546 | 2.826 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 4.16B | 382% |
| Annual Yield % from dividends | 1.44 | 0.55 | 261% |
| Returns for 1 year | 9.32 | 7.85 | 119% |
| Returns for 3 years | 17.14 | 5.08 | 338% |
| Returns for 5 years | 52.23 | 21.38 | 244% |
| Returns for 10 years | 41.91 | 8.04 | 521% |
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