Ad is loading...
DFSVX vs FVRMX
DFSVX vs FVRMX Comparison
Open Charts DFSVX vs FVRMX
DFA US Small Cap Value I
Price$41.68
Change+$3.36 (+8.77%)
VolumeN/A
Net Assets12.71B
Franklin Mutual Small-Mid Cap Val Adv
Price$22.17
Change+$1.90 (+9.37%)
VolumeN/A
Net Assets165.59M
DFSVX vs FVRMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. FVRMX commentary
Apr 10, 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: 12.7B vs. FVRMX (166M). DFSVX pays higher dividends than FVRMX: DFSVX (1.65) vs FVRMX (0.72). DFSVX was incepted earlier than FVRMX: DFSVX (32 years) vs FVRMX (19 years). FVRMX (0.94) is less costly to investors than DFSVX (0.31). FVRMX is a more actively managed with annual turnover of: 32.63 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 : -15.65 vs. FVRMX (-27.35). DFSVX return over 5 years is better than : 73.80 vs. FVRMX (15.14).
| DFSVX | FVRMX | DFSVX / FVRMX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | -20.700 | -16.344 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 166M | 7,651% |
| Annual Yield % from dividends | 1.65 | 0.72 | 230% |
| Returns for 1 year | -15.65 | -27.35 | 57% |
| Returns for 3 years | -5.38 | -21.14 | 25% |
| Returns for 5 years | 73.80 | 15.14 | 488% |
| Returns for 10 years | 11.58 | -40.47 | -29% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers