Ad is loading...
DFSVX vs FRCSX
DFSVX vs FRCSX Comparison
Open Charts DFSVX vs FRCSX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Franklin Small Cap Value R6
Price$60.43
Change-$1.55 (-2.50%)
VolumeN/A
Net Assets4.16B
DFSVX vs FRCSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. FRCSX 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 FRCSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. FRCSX (4.16B). DFSVX pays higher dividends than FRCSX: DFSVX (1.44) vs FRCSX (1.07). DFSVX was incepted earlier than FRCSX: DFSVX (32 years) vs FRCSX (12 years). FRCSX is a more actively managed with annual turnover of: 68.74 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FRCSX: DFSVX (0) vs FRCSX (1000000). DFSVX (9.32) and FRCSX (9.06) have marching annual gain over last year. DFSVX return over 5 years is better than : 52.23 vs. FRCSX (26.10).
| DFSVX | FRCSX | DFSVX / FRCSX | |
| 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 | 2.923 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 4.16B | 382% |
| Annual Yield % from dividends | 1.44 | 1.07 | 134% |
| Returns for 1 year | 9.32 | 9.06 | 103% |
| Returns for 3 years | 17.14 | 7.51 | 228% |
| Returns for 5 years | 52.23 | 26.10 | 200% |
| Returns for 10 years | 41.91 | 15.56 | 269% |
View a ticker or compare two or three
VS
VS
Ad is loading...