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DFFVX
Price
$35.81
Change
-$0.30 (-0.83%)
Updated
Nov 15 closing price
FVRMX
Price
$32.57
Change
-$0.28 (-0.85%)
Updated
Nov 15 closing price
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DFFVX vs FVRMX

Header iconDFFVX vs FVRMX Comparison
Open Charts DFFVX vs FVRMXBanner chart's image
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Small-Mid Cap Val Adv
Price$32.57
Change-$0.28 (-0.85%)
VolumeN/A
CapitalizationN/A
DFFVX vs FVRMX Comparison Chart
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DFFVX vs. FVRMX commentary
Nov 18, 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 DFFVX is a Buy and FVRMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. FVRMX (219M). DFFVX pays higher dividends than FVRMX: DFFVX (1.37) vs FVRMX (0.82). DFFVX was incepted earlier than FVRMX: DFFVX (25 years) vs FVRMX (19 years). FVRMX is a more actively managed with annual turnover of: 32.63 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than FVRMX: DFFVX (0) vs FVRMX (100000). DFFVX annual gain was more profitable for investors over the last year : 27.76 vs. FVRMX (20.84). DFFVX return over 5 years is better than : 61.92 vs. FVRMX (8.91).
DFFVXFVRMXDFFVX / FVRMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years19 years-
Gain YTD13.54713.64399%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.1B219M6,438%
Annual Yield % from dividends1.370.82168%
Returns for 1 year27.7620.84133%
Returns for 3 years10.22-4.59-223%
Returns for 5 years61.928.91695%
Returns for 10 years62.51-14.85-421%
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