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DFSVX vs FVRMX
DFSVX vs FVRMX Comparison
Open Charts DFSVX vs FVRMX
DFA US Small Cap Value I
Price$44.37
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets14.7B
Franklin Mutual Small-Mid Cap Val Adv
Price$23.49
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets190.72M
DFSVX vs FVRMX Comparison Chart
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DFSVX vs. FVRMX commentary
Jun 03, 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: 14.7B vs. FVRMX (191M). DFSVX pays higher dividends than FVRMX: DFSVX (1.65) vs FVRMX (0.72). 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 : -3.44 vs. FVRMX (-17.52). DFSVX return over 5 years is better than : 76.10 vs. FVRMX (16.59).
| 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 | -8.180 | -5.327 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7B | 191M | 7,696% |
| Annual Yield % from dividends | 1.65 | 0.72 | 230% |
| Returns for 1 year | -3.44 | -17.52 | 20% |
| Returns for 3 years | 7.34 | -13.06 | -56% |
| Returns for 5 years | 76.10 | 16.59 | 459% |
| Returns for 10 years | 28.88 | -32.14 | -90% |
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