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DFSVX vs FRMCX
DFSVX vs FRMCX Comparison
Open Charts DFSVX vs FRMCX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Franklin Mutual Small-Mid Cap Val A
Price$24.56
Change-$0.66 (-2.62%)
VolumeN/A
Net Assets212.77M
DFSVX vs FRMCX Comparison Chart
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DFSVX vs. FRMCX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. FRMCX (213M). 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). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. FRMCX (-6.31). DFSVX return over 5 years is better than : 52.23 vs. FRMCX (2.99).
| 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 | -1.546 | 3.488 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 213M | 7,465% |
| Annual Yield % from dividends | 1.44 | 0.61 | 235% |
| Returns for 1 year | 9.32 | -6.31 | -148% |
| Returns for 3 years | 17.14 | -5.51 | -311% |
| Returns for 5 years | 52.23 | 2.99 | 1,748% |
| Returns for 10 years | 41.91 | -24.80 | -169% |