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DFSVX vs FRMCX
DFSVX vs FRMCX Comparison
Open Charts DFSVX vs FRMCX
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 A
Price$25.29
Change+$0.32 (+1.28%)
VolumeN/A
Net Assets208.94M
DFSVX vs FRMCX Comparison Chart in %
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DFSVX vs. FRMCX commentary
Jul 28, 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 FRMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. FRMCX (209M). DFSVX pays higher dividends than FRMCX: DFSVX (1.67) vs FRMCX (0.49). 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 : 0.60 vs. FRMCX (-14.94). DFSVX return over 5 years is better than : 94.25 vs. FRMCX (30.23).
| 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 | 0.901 | 3.775 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 209M | 7,656% |
| Annual Yield % from dividends | 1.67 | 0.49 | 340% |
| Returns for 1 year | 0.60 | -14.94 | -4% |
| Returns for 3 years | 27.09 | -2.65 | -1,023% |
| Returns for 5 years | 94.25 | 30.23 | 312% |
| Returns for 10 years | 50.73 | -23.24 | -218% |
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