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DFSVX vs FVFRX
DFSVX vs FVFRX Comparison
Open Charts DFSVX vs FVFRX
DFA US Small Cap Value I
Price$49.87
Change+$0.83 (+1.69%)
VolumeN/A
Net Assets16.2B
Franklin Small Cap Value R
Price$57.52
Change+$0.84 (+1.48%)
VolumeN/A
Net Assets3.78B
DFSVX vs FVFRX Comparison Chart in %
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DFSVX vs. FVFRX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. FVFRX (3.78B). DFSVX pays higher dividends than FVFRX: DFSVX (1.66) vs FVFRX (0.58). DFSVX was incepted earlier than FVFRX: DFSVX (33 years) vs FVFRX (23 years). FVFRX (1.23) is less costly to investors than DFSVX (0.31). FVFRX is a more actively managed with annual turnover of: 59.68 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 : 0.38 vs. FVFRX (-5.08). DFSVX return over 5 years is better than : 80.47 vs. FVFRX (33.03).
| DFSVX | FVFRX | DFSVX / FVFRX | |
| Total Expense Ratio | 0.31 | 1.22 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.23 | 25% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 2.475 | 2.681 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 3.78B | 428% |
| Annual Yield % from dividends | 1.66 | 0.58 | 287% |
| Returns for 1 year | 0.38 | -5.08 | -8% |
| Returns for 3 years | 28.43 | 19.07 | 149% |
| Returns for 5 years | 80.47 | 33.03 | 244% |
| Returns for 10 years | 55.60 | 13.99 | 397% |
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