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DFSVX vs FMCVX
DFSVX vs FMCVX Comparison
Open Charts DFSVX vs FMCVX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Franklin Mutual Small-Mid Cap Val R6
Price$25.26
Change-$0.67 (-2.58%)
VolumeN/A
Net Assets207.26M
DFSVX vs FMCVX Comparison Chart
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DFSVX vs. FMCVX 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 FMCVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. FMCVX (207M). DFSVX pays higher dividends than FMCVX: DFSVX (1.44) vs FMCVX (0.89). DFSVX was incepted earlier than FMCVX: DFSVX (32 years) vs FMCVX (12 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 : 9.32 vs. FMCVX (-7.98). DFSVX return over 5 years is better than : 52.23 vs. FMCVX (2.44).
| DFSVX | FMCVX | DFSVX / FMCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | -1.546 | 0.838 | -184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 207M | 7,681% |
| Annual Yield % from dividends | 1.44 | 0.89 | 162% |
| Returns for 1 year | 9.32 | -7.98 | -117% |
| Returns for 3 years | 17.14 | -6.67 | -257% |
| Returns for 5 years | 52.23 | 2.44 | 2,138% |
| Returns for 10 years | 41.91 | -23.96 | -175% |
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