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DFSVX vs FMCVX
DFSVX vs FMCVX Comparison
Open Charts DFSVX vs FMCVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Franklin Mutual Small-Mid Cap Val R6
Price$26.03
Change+$0.32 (+1.24%)
VolumeN/A
Net Assets208.94M
DFSVX vs FMCVX Comparison Chart in %
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DFSVX vs. FMCVX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. FMCVX (209M). 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 : 0.60 vs. FMCVX (-14.28). DFSVX return over 5 years is better than : 94.25 vs. FMCVX (32.92).
| 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 | 0.901 | 3.912 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 209M | 7,656% |
| Annual Yield % from dividends | 1.67 | 0.76 | 219% |
| Returns for 1 year | 0.60 | -14.28 | -4% |
| Returns for 3 years | 27.09 | -1.31 | -2,063% |
| Returns for 5 years | 94.25 | 32.92 | 286% |
| Returns for 10 years | 50.73 | -20.36 | -249% |
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