Ad is loading...
DFFVX vs FVRMX
DFFVX vs FVRMX Comparison
Open Charts DFFVX vs FVRMX
DFA US Targeted Value I
Price$31.62
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets12.26B
Franklin Mutual Small-Mid Cap Val Adv
Price$23.07
Change-$0.13 (-0.56%)
VolumeN/A
Net Assets188.02M
DFFVX vs FVRMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. FVRMX commentary
May 12, 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 DFFVX is a Buy and FVRMX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.3B vs. FVRMX (188M). DFFVX pays higher dividends than FVRMX: DFFVX (1.71) vs FVRMX (0.75). DFFVX was incepted earlier than FVRMX: DFFVX (25 years) vs FVRMX (20 years). FVRMX (0.99) is less costly to investors than DFFVX (0.30). FVRMX is a more actively managed with annual turnover of: 87.90 vs. DFFVX (7.00). 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 : -2.42 vs. FVRMX (-18.55). DFFVX return over 5 years is better than : 105.73 vs. FVRMX (23.24).
| DFFVX | FVRMX | DFFVX / FVRMX | |
| Total Expense Ratio | 0.29 | 0.91 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 0.99 | 30% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | -7.598 | -6.901 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 188M | 6,543% |
| Annual Yield % from dividends | 1.71 | 0.75 | 229% |
| Returns for 1 year | -2.42 | -18.55 | 13% |
| Returns for 3 years | 18.29 | -8.50 | -215% |
| Returns for 5 years | 105.73 | 23.24 | 455% |
| Returns for 10 years | 45.65 | -32.11 | -142% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers