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DFFVX vs FMCVX
DFFVX vs FMCVX Comparison
Open Charts DFFVX vs FMCVX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Small-Mid Cap Val R6
Price$31.13
Change-$0.43 (-1.36%)
VolumeN/A
CapitalizationN/A
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DFFVX vs FMCVX Comparison Chart
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DFFVX vs. FMCVX 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 DFFVX is a Buy and FMCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. FMCVX (212M). DFFVX pays higher dividends than FMCVX: DFFVX (1.37) vs FMCVX (0.89). DFFVX was incepted earlier than FMCVX: DFFVX (25 years) vs FMCVX (11 years). FMCVX is a more actively managed with annual turnover of: 32.63 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than FMCVX: DFFVX (0) vs FMCVX (1000000). DFFVX annual gain was more profitable for investors over the last year : 22.61 vs. FMCVX (15.87). DFFVX return over 5 years is better than : 59.42 vs. FMCVX (8.34).
| DFFVX | FMCVX | DFFVX / FMCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 7.514 | 7.679 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 212M | 6,509% |
| Annual Yield % from dividends | 1.37 | 0.89 | 155% |
| Returns for 1 year | 22.61 | 15.87 | 142% |
| Returns for 3 years | 20.03 | 0.09 | 22,818% |
| Returns for 5 years | 59.42 | 8.34 | 712% |
| Returns for 10 years | 55.75 | -18.27 | -305% |