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DFSVX vs FRMCX
DFSVX vs FRMCX Comparison
Open Charts DFSVX vs FRMCX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Franklin Mutual Small-Mid Cap Val A
Price$25.17
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets213.39M
DFSVX vs FRMCX Comparison Chart
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DFSVX vs. FRMCX commentary
Jan 19, 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: 16.8B 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 : 17.38 vs. FRMCX (-4.77). DFSVX return over 5 years is better than : 51.83 vs. FRMCX (-0.54).
| 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 | 2.948 | 3.283 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 213M | 7,887% |
| Annual Yield % from dividends | 1.44 | 0.61 | 235% |
| Returns for 1 year | 17.38 | -4.77 | -365% |
| Returns for 3 years | 16.94 | -8.41 | -201% |
| Returns for 5 years | 51.83 | -0.54 | -9,589% |
| Returns for 10 years | 57.77 | -24.10 | -240% |
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