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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-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Small-Mid Cap Val A
Price$30.39
Change-$0.42 (-1.36%)
VolumeN/A
CapitalizationN/A
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DFSVX vs FRMCX Comparison Chart
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DFSVX vs. FRMCX commentary
Sep 21, 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 StrongBuy and FRMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. FRMCX (212M). 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 : 22.84 vs. FRMCX (15.44). DFSVX return over 5 years is better than : 55.21 vs. FRMCX (6.38).
| 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 | 8.788 | 7.423 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 212M | 7,877% |
| Annual Yield % from dividends | 1.44 | 0.61 | 235% |
| Returns for 1 year | 22.84 | 15.44 | 148% |
| Returns for 3 years | 17.09 | -1.05 | -1,620% |
| Returns for 5 years | 55.21 | 6.38 | 866% |
| Returns for 10 years | 44.49 | -20.90 | -213% |