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DFFVX vs FCVTX
DFFVX vs FCVTX Comparison
Open Charts DFFVX vs FCVTX
DFA US Targeted Value I
Price$34.42
Change+$0.42 (+1.24%)
VolumeN/A
Net Assets13.03B
Fidelity Advisor Small Cap Value M
Price$18.89
Change+$0.23 (+1.23%)
VolumeN/A
Net Assets4.42B
DFFVX vs FCVTX Comparison Chart in %
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DFFVX vs. FCVTX commentary
Jul 18, 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 Hold and FCVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13B vs. FCVTX (4.42B). DFFVX pays higher dividends than FCVTX: DFFVX (1.63) vs FCVTX (0.24). 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 : 1.83 vs. FCVTX (-5.57). DFFVX return over 5 years is better than : 105.89 vs. FCVTX (62.43).
| 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 | 1.068 | -0.214 | -499% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 4.42B | 294% |
| Annual Yield % from dividends | 1.63 | 0.24 | 678% |
| Returns for 1 year | 1.83 | -5.57 | -33% |
| Returns for 3 years | 35.97 | 10.17 | 354% |
| Returns for 5 years | 105.89 | 62.43 | 170% |
| Returns for 10 years | 62.26 | 1.92 | 3,242% |
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