Ad is loading...
DFSVX vs FVRMX
DFSVX vs FVRMX Comparison
Open Charts DFSVX vs FVRMX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Franklin Mutual Small-Mid Cap Val Adv
Price$30.85
Change-$0.42 (-1.34%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DFSVX vs FVRMX Comparison Chart
Loading...
DFSVX vs. FVRMX commentary
Sep 21, 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 StrongBuy and FVRMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. FVRMX (212M). 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 : 22.84 vs. FVRMX (15.82). DFSVX return over 5 years is better than : 55.21 vs. FVRMX (7.65).
| 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 | 8.788 | 7.641 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 212M | 7,877% |
| Annual Yield % from dividends | 1.44 | 0.82 | 176% |
| Returns for 1 year | 22.84 | 15.82 | 144% |
| Returns for 3 years | 17.09 | -0.26 | -6,629% |
| Returns for 5 years | 55.21 | 7.65 | 721% |
| Returns for 10 years | 44.49 | -19.20 | -232% |