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DFSVX vs FRCSX
DFSVX vs FRCSX Comparison
Open Charts DFSVX vs FRCSX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Franklin Small Cap Value R6
Price$64.03
Change-$2.70 (-4.05%)
VolumeN/A
CapitalizationN/A
DFSVX vs FRCSX Comparison Chart
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DFSVX vs. FRCSX commentary
Dec 19, 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 FRCSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. FRCSX (4.27B). 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 annual gain was more profitable for investors over the last year : 15.68 vs. FRCSX (13.25). DFSVX return over 5 years is better than : 52.30 vs. FRCSX (32.08).
| 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 | 13.283 | 15.951 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.27B | 396% |
| Annual Yield % from dividends | 1.44 | 1.07 | 134% |
| Returns for 1 year | 15.68 | 13.25 | 118% |
| Returns for 3 years | 24.57 | 15.82 | 155% |
| Returns for 5 years | 52.30 | 32.08 | 163% |
| Returns for 10 years | 52.91 | 25.25 | 210% |
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