Ad is loading...
DFSVX vs FMCVX
DFSVX vs FMCVX Comparison
Open Charts DFSVX vs FMCVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Small-Mid Cap Val R6
Price$31.13
Change-$0.43 (-1.36%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs FMCVX Comparison Chart
Loading...
DFSVX 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 DFSVX is a StrongBuy and FMCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. FMCVX (212M). DFSVX pays higher dividends than FMCVX: DFSVX (1.44) vs FMCVX (0.89). DFSVX was incepted earlier than FMCVX: DFSVX (32 years) vs FMCVX (11 years). FMCVX is a more actively managed with annual turnover of: 32.63 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FMCVX: DFSVX (0) vs FMCVX (1000000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. FMCVX (15.87). DFSVX return over 5 years is better than : 55.21 vs. FMCVX (8.34).
| DFSVX | FMCVX | DFSVX / FMCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 8.788 | 7.679 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 212M | 7,877% |
| Annual Yield % from dividends | 1.44 | 0.89 | 162% |
| Returns for 1 year | 22.84 | 15.87 | 144% |
| Returns for 3 years | 17.09 | 0.09 | 19,469% |
| Returns for 5 years | 55.21 | 8.34 | 662% |
| Returns for 10 years | 44.49 | -18.27 | -244% |