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DFSVX vs FRMCX
DFSVX vs FRMCX Comparison
Open Charts DFSVX vs FRMCX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Franklin Mutual Small-Mid Cap Val A
Price$25.04
Change-$0.23 (-0.91%)
VolumeN/A
Net Assets205.98M
DFSVX vs FRMCX Comparison Chart in %
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DFSVX vs. FRMCX commentary
Aug 19, 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 FRMCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. FRMCX (206M). DFSVX pays higher dividends than FRMCX: DFSVX (1.64) vs FRMCX (0.48). DFSVX was incepted earlier than FRMCX: DFSVX (32 years) vs FRMCX (30 years). FRMCX (1.25) is less costly to investors than DFSVX (0.31). FRMCX is a more actively managed with annual turnover of: 87.90 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FRMCX: DFSVX (0) vs FRMCX (1000). DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. FRMCX (-14.03). DFSVX return over 5 years is better than : 80.15 vs. FRMCX (16.15).
| DFSVX | FRMCX | DFSVX / FRMCX | |
| Total Expense Ratio | 0.31 | 1.16 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.25 | 25% |
| Fund Existence | 32 years | 30 years | - |
| Gain YTD | 1.483 | 2.749 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 206M | 7,816% |
| Annual Yield % from dividends | 1.64 | 0.48 | 341% |
| Returns for 1 year | 5.62 | -14.03 | -40% |
| Returns for 3 years | 16.09 | -11.22 | -143% |
| Returns for 5 years | 80.15 | 16.15 | 496% |
| Returns for 10 years | 50.63 | -25.34 | -200% |
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