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DFSVX vs FMCVX
DFSVX vs FMCVX Comparison
Open Charts DFSVX vs FMCVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Franklin Mutual Small-Mid Cap Val R6
Price$25.76
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets206.13M
DFSVX vs FMCVX Comparison Chart in %
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DFSVX vs. FMCVX commentary
Jul 07, 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 Buy and FMCVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. FMCVX (206M). DFSVX pays higher dividends than FMCVX: DFSVX (1.67) vs FMCVX (0.76). DFSVX was incepted earlier than FMCVX: DFSVX (32 years) vs FMCVX (12 years). FMCVX (0.96) is less costly to investors than DFSVX (0.31). FMCVX is a more actively managed with annual turnover of: 87.90 vs. DFSVX (12.00). 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 : 9.45 vs. FMCVX (-6.69). DFSVX return over 5 years is better than : 105.30 vs. FMCVX (30.76).
| DFSVX | FMCVX | DFSVX / FMCVX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 1.067 | 2.834 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 206M | 7,816% |
| Annual Yield % from dividends | 1.67 | 0.76 | 219% |
| Returns for 1 year | 9.45 | -6.69 | -141% |
| Returns for 3 years | 32.84 | 1.17 | 2,803% |
| Returns for 5 years | 105.30 | 30.76 | 342% |
| Returns for 10 years | 45.10 | -23.77 | -190% |
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