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DFSVX vs FVRMX
DFSVX vs FVRMX Comparison
Open Charts DFSVX vs FVRMX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Small-Mid Cap Val Adv
Price$32.57
Change-$0.28 (-0.85%)
VolumeN/A
CapitalizationN/A
DFSVX vs FVRMX Comparison Chart
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DFSVX vs. FVRMX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. FVRMX (219M). 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 : 26.86 vs. FVRMX (20.84). DFSVX return over 5 years is better than : 56.90 vs. FVRMX (8.91).
| 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 | 14.541 | 13.643 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 219M | 7,945% |
| Annual Yield % from dividends | 1.44 | 0.82 | 176% |
| Returns for 1 year | 26.86 | 20.84 | 129% |
| Returns for 3 years | 7.13 | -4.59 | -155% |
| Returns for 5 years | 56.90 | 8.91 | 638% |
| Returns for 10 years | 48.27 | -14.85 | -325% |
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