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DFSVX vs FVRMX
DFSVX vs FVRMX Comparison
Open Charts DFSVX vs FVRMX
DFA US Small Cap Value I
Price$43.90
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets14.56B
Franklin Mutual Small-Mid Cap Val Adv
Price$23.07
Change-$0.13 (-0.56%)
VolumeN/A
Net Assets188.02M
DFSVX vs FVRMX Comparison Chart
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DFSVX 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 DFSVX is a Buy and FVRMX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. FVRMX (188M). DFSVX pays higher dividends than FVRMX: DFSVX (1.75) vs FVRMX (0.75). 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 : -4.47 vs. FVRMX (-18.55). DFSVX return over 5 years is better than : 92.55 vs. FVRMX (23.24).
| 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 | -9.153 | -6.901 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 188M | 7,766% |
| Annual Yield % from dividends | 1.75 | 0.75 | 234% |
| Returns for 1 year | -4.47 | -18.55 | 24% |
| Returns for 3 years | 13.88 | -8.50 | -163% |
| Returns for 5 years | 92.55 | 23.24 | 398% |
| Returns for 10 years | 29.01 | -32.11 | -90% |
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