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DFSVX vs FVRMX
DFSVX vs FVRMX Comparison
Open Charts DFSVX vs FVRMX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Franklin Mutual Small-Mid Cap Val Adv
Price$25.75
Change+$0.32 (+1.26%)
VolumeN/A
Net Assets208.94M
DFSVX vs FVRMX Comparison Chart in %
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DFSVX vs. FVRMX commentary
Jul 28, 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 Buy and FVRMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. FVRMX (209M). DFSVX pays higher dividends than FVRMX: DFSVX (1.67) vs FVRMX (0.69). 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 : 0.60 vs. FVRMX (-14.48). DFSVX return over 5 years is better than : 94.25 vs. FVRMX (32.02).
| 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 | 0.901 | 3.914 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 209M | 7,656% |
| Annual Yield % from dividends | 1.67 | 0.69 | 242% |
| Returns for 1 year | 0.60 | -14.48 | -4% |
| Returns for 3 years | 27.09 | -1.74 | -1,553% |
| Returns for 5 years | 94.25 | 32.02 | 294% |
| Returns for 10 years | 50.73 | -21.36 | -238% |
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