Interact to see
Advertisement
Advertisement
DFSVX vs FRMCX
DFSVX vs FRMCX Comparison
Open Charts DFSVX vs FRMCX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.77B
Franklin Mutual Small-Mid Cap Val A
Price$23.36
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets193.59M
DFSVX vs FRMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. FRMCX commentary
Jun 07, 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 Buy and FRMCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. FRMCX (194M). 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 : -0.92 vs. FRMCX (-15.51). DFSVX return over 5 years is better than : 66.28 vs. FRMCX (10.23).
| 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 | -7.414 | -4.268 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 194M | 7,629% |
| Annual Yield % from dividends | 1.65 | 0.51 | 324% |
| Returns for 1 year | -0.92 | -15.51 | 6% |
| Returns for 3 years | 7.11 | -13.20 | -54% |
| Returns for 5 years | 66.28 | 10.23 | 648% |
| Returns for 10 years | 31.37 | -32.59 | -96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement