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DFSVX vs FRMCX
DFSVX vs FRMCX Comparison
Open Charts DFSVX vs FRMCX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Franklin Mutual Small-Mid Cap Val A
Price$24.50
Change-$0.98 (-3.85%)
VolumeN/A
Net Assets220.4M
DFSVX vs FRMCX Comparison Chart in %
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DFSVX vs. FRMCX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. FRMCX (220M). DFSVX pays higher dividends than FRMCX: DFSVX (1.58) vs FRMCX (0.38). DFSVX was incepted earlier than FRMCX: DFSVX (33 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: 104.36 vs. DFSVX (7.00). 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 : 17.52 vs. FRMCX (-0.90). DFSVX return over 5 years is better than : 55.54 vs. FRMCX (-14.47).
| DFSVX | FRMCX | DFSVX / FRMCX | |
| Total Expense Ratio | 0.31 | 1.16 | 27% |
| Annual Report Gross Expense Ratio | 0.31 | 1.25 | 25% |
| Fund Existence | 33 years | 30 years | - |
| Gain YTD | 9.431 | 7.835 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 220M | 8,136% |
| Annual Yield % from dividends | 1.58 | 0.38 | 416% |
| Returns for 1 year | 17.52 | -0.90 | -1,954% |
| Returns for 3 years | 35.91 | -15.05 | -239% |
| Returns for 5 years | 55.54 | -14.47 | -384% |
| Returns for 10 years | 121.92 | -4.04 | -3,019% |
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