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DFSVX vs FMCVX
DFSVX vs FMCVX Comparison
Open Charts DFSVX vs FMCVX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Small-Mid Cap Val R6
Price$32.87
Change-$0.28 (-0.84%)
VolumeN/A
CapitalizationN/A
DFSVX vs FMCVX Comparison Chart
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DFSVX vs. FMCVX commentary
Nov 18, 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 Buy and FMCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. FMCVX (219M). 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 : 26.86 vs. FMCVX (20.97). DFSVX return over 5 years is better than : 56.90 vs. FMCVX (9.58).
| 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 | 14.541 | 13.698 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 219M | 7,945% |
| Annual Yield % from dividends | 1.44 | 0.89 | 162% |
| Returns for 1 year | 26.86 | 20.97 | 128% |
| Returns for 3 years | 7.13 | -4.26 | -167% |
| Returns for 5 years | 56.90 | 9.58 | 594% |
| Returns for 10 years | 48.27 | -13.88 | -348% |
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