DFSVX
Price
$41.46
Change
-$3.68 (-8.15%)
Updated
Apr 3 closing price
Net Assets
14.99B
FRCSX
Price
$52.66
Change
-$4.71 (-8.21%)
Updated
Apr 3 closing price
Net Assets
3.77B
Ad is loading...

DFSVX vs FRCSX

Header iconDFSVX vs FRCSX Comparison
Open Charts DFSVX vs FRCSXBanner chart's image
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Franklin Small Cap Value R6
Price$52.66
Change-$4.71 (-8.21%)
VolumeN/A
Net Assets3.77B
DFSVX vs FRCSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DFSVX vs. FRCSX commentary
Apr 04, 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 FRCSX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. FRCSX (3.77B). DFSVX pays higher dividends than FRCSX: DFSVX (1.65) vs FRCSX (1.22). DFSVX was incepted earlier than FRCSX: DFSVX (32 years) vs FRCSX (12 years). FRCSX (0.62) is less costly to investors than DFSVX (0.31). FRCSX is a more actively managed with annual turnover of: 68.74 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FRCSX: DFSVX (0) vs FRCSX (1000000). DFSVX annual gain was more profitable for investors over the last year : -0.75 vs. FRCSX (-3.11). DFSVX return over 5 years is better than : 148.44 vs. FRCSX (85.07).
DFSVXFRCSXDFSVX / FRCSX
Total Expense Ratio0.310.6052%
Annual Report Gross Expense Ratio0.310.6250%
Fund Existence32 years12 years-
Gain YTD-6.586-6.161107%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets15B3.77B397%
Annual Yield % from dividends1.651.22136%
Returns for 1 year-0.75-3.1124%
Returns for 3 years7.99-2.56-312%
Returns for 5 years148.4485.07174%
Returns for 10 years31.445.70552%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MAIPX15.070.04
+0.27%
MAI Managed Volatility Institutional
OASGX10.27N/A
N/A
Optimum Small-Mid Cap Growth A
BIAWX48.88N/A
N/A
Brown Advisory Sustainable Growth Inv
CIPNX21.13N/A
N/A
Champlain Small Company Institutional
STRNX53.07N/A
N/A
Sterling Capital MdCp Relatv Val C