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DFSVX vs FVRMX
DFSVX vs FVRMX Comparison
Open Charts DFSVX vs FVRMX
DFA US Small Cap Value I
Price$48.51
Change-$0.48 (-0.98%)
VolumeN/A
Net Assets16.06B
Franklin Mutual Small-Mid Cap Val Adv
Price$25.44
Change-$0.26 (-1.01%)
VolumeN/A
Net Assets206.34M
DFSVX vs FVRMX Comparison Chart in %
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DFSVX vs. FVRMX commentary
Jul 14, 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 StrongBuy and FVRMX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. FVRMX (206M). DFSVX pays higher dividends than FVRMX: DFSVX (1.67) vs FVRMX (0.69). DFSVX was incepted earlier than FVRMX: DFSVX (32 years) vs FVRMX (20 years). FVRMX (0.99) is less costly to investors than DFSVX (0.31). FVRMX is a more actively managed with annual turnover of: 87.90 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than FVRMX: DFSVX (0) vs FVRMX (100000). DFSVX annual gain was more profitable for investors over the last year : 5.71 vs. FVRMX (-10.15). DFSVX return over 5 years is better than : 106.07 vs. FVRMX (33.66).
| DFSVX | FVRMX | DFSVX / FVRMX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.99 | 31% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 0.880 | 2.663 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 206M | 7,816% |
| Annual Yield % from dividends | 1.67 | 0.69 | 242% |
| Returns for 1 year | 5.71 | -10.15 | -56% |
| Returns for 3 years | 34.32 | 1.98 | 1,735% |
| Returns for 5 years | 106.07 | 33.66 | 315% |
| Returns for 10 years | 42.98 | -25.35 | -169% |
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