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DFSVX vs FVRMX
DFSVX vs FVRMX Comparison
Open Charts DFSVX vs FVRMX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Franklin Mutual Small-Mid Cap Val Adv
Price$23.59
Change-$0.45 (-1.87%)
VolumeN/A
Net Assets195.59M
DFSVX vs FVRMX Comparison Chart
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DFSVX vs. FVRMX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. FVRMX (196M). 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 : 1.83 vs. FVRMX (-13.72). DFSVX return over 5 years is better than : 86.94 vs. FVRMX (21.37).
| 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 | -6.462 | -4.802 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 196M | 7,755% |
| Annual Yield % from dividends | 1.65 | 0.72 | 230% |
| Returns for 1 year | 1.83 | -13.72 | -13% |
| Returns for 3 years | 19.38 | -6.32 | -306% |
| Returns for 5 years | 86.94 | 21.37 | 407% |
| Returns for 10 years | 30.89 | -31.70 | -97% |
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