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DFFVX vs FCVTX
DFFVX vs FCVTX Comparison
Open Charts DFFVX vs FCVTX
DFA US Targeted Value I
Price$31.85
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets12.36B
Fidelity Advisor Small Cap Value M
Price$17.52
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets4.17B
DFFVX vs FCVTX Comparison Chart
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DFFVX vs. FCVTX commentary
May 23, 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 DFFVX is a Buy and FCVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. FCVTX (4.17B). DFFVX pays higher dividends than FCVTX: DFFVX (1.71) vs FCVTX (0.26). DFFVX was incepted earlier than FCVTX: DFFVX (25 years) vs FCVTX (21 years). FCVTX (1.51) is less costly to investors than DFFVX (0.30). FCVTX is a more actively managed with annual turnover of: 63.00 vs. DFFVX (7.00). DFFVX (0) and FCVTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -1.47 vs. FCVTX (-6.05). DFFVX return over 5 years is better than : 108.13 vs. FCVTX (68.25).
| DFFVX | FCVTX | DFFVX / FCVTX | |
| Total Expense Ratio | 0.29 | 1.51 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.51 | 20% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | -6.926 | -5.936 | 117% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 4.17B | 298% |
| Annual Yield % from dividends | 1.71 | 0.26 | 656% |
| Returns for 1 year | -1.47 | -6.05 | 24% |
| Returns for 3 years | 17.12 | -2.01 | -852% |
| Returns for 5 years | 108.13 | 68.25 | 158% |
| Returns for 10 years | 44.83 | -3.72 | -1,205% |
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