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DFSVX vs FRMCX
DFSVX vs FRMCX Comparison
Open Charts DFSVX vs FRMCX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Small-Mid Cap Val A
Price$30.21
Change-$1.25 (-3.97%)
VolumeN/A
CapitalizationN/A
DFSVX vs FRMCX Comparison Chart
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DFSVX vs. FRMCX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. FRMCX (217M). DFSVX pays higher dividends than FRMCX: DFSVX (1.44) vs FRMCX (0.61). DFSVX was incepted earlier than FRMCX: DFSVX (32 years) vs FRMCX (29 years). FRMCX is a more actively managed with annual turnover of: 32.63 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FRMCX: DFSVX (0) vs FRMCX (1000). FRMCX (9.39) and DFSVX (9.08) have marching annual gain over last year. DFSVX return over 5 years is better than : 46.31 vs. FRMCX (21.29).
| DFSVX | FRMCX | DFSVX / FRMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 8.833 | 11.205 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 217M | 7,788% |
| Annual Yield % from dividends | 1.44 | 0.61 | 235% |
| Returns for 1 year | 9.08 | 9.39 | 97% |
| Returns for 3 years | 19.68 | 17.25 | 114% |
| Returns for 5 years | 46.31 | 21.29 | 217% |
| Returns for 10 years | 46.90 | -8.29 | -565% |