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DFSVX vs FVRMX
DFSVX vs FVRMX Comparison
Open Charts DFSVX vs FVRMX
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 Adv
Price$25.60
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets213.39M
DFSVX vs FVRMX Comparison Chart
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DFSVX vs. FVRMX 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 FVRMX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. FVRMX (213M). DFSVX pays higher dividends than FVRMX: DFSVX (1.44) vs FVRMX (0.82). DFSVX was incepted earlier than FVRMX: DFSVX (32 years) vs FVRMX (19 years). FVRMX is a more actively managed with annual turnover of: 32.63 vs. DFSVX (25.00). 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 : 17.38 vs. FVRMX (-4.21). DFSVX return over 5 years is better than : 51.83 vs. FVRMX (0.85).
| DFSVX | FVRMX | DFSVX / FVRMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | 2.948 | 3.309 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 213M | 7,887% |
| Annual Yield % from dividends | 1.44 | 0.82 | 176% |
| Returns for 1 year | 17.38 | -4.21 | -413% |
| Returns for 3 years | 16.94 | -7.53 | -225% |
| Returns for 5 years | 51.83 | 0.85 | 6,120% |
| Returns for 10 years | 57.77 | -22.26 | -260% |
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