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DFSVX vs FRMCX
DFSVX vs FRMCX Comparison
Open Charts DFSVX vs FRMCX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Franklin Mutual Small-Mid Cap Val A
Price$23.17
Change-$0.44 (-1.86%)
VolumeN/A
Net Assets195.59M
DFSVX vs FRMCX Comparison Chart
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DFSVX vs. FRMCX commentary
Jun 15, 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 Hold and FRMCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. FRMCX (196M). DFSVX pays higher dividends than FRMCX: DFSVX (1.65) vs FRMCX (0.51). 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 : 1.83 vs. FRMCX (-14.21). DFSVX return over 5 years is better than : 86.94 vs. FRMCX (19.68).
| 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 | -6.462 | -4.924 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 196M | 7,755% |
| Annual Yield % from dividends | 1.65 | 0.51 | 324% |
| Returns for 1 year | 1.83 | -14.21 | -13% |
| Returns for 3 years | 19.38 | -7.21 | -269% |
| Returns for 5 years | 86.94 | 19.68 | 442% |
| Returns for 10 years | 30.89 | -33.34 | -93% |
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