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DFFVX vs FISVX
DFFVX vs FISVX Comparison
Open Charts DFFVX vs FISVX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
Fidelity Small Cap Value Index
Price$25.29
Change-$0.57 (-2.20%)
VolumeN/A
Net Assets1.33B
DFFVX vs FISVX Comparison Chart
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DFFVX vs. FISVX commentary
Feb 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 Hold and FISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. FISVX (1.33B). FISVX pays higher dividends than DFFVX: FISVX (2.01) vs DFFVX (1.37). DFFVX was incepted earlier than FISVX: DFFVX (25 years) vs FISVX (6 years). FISVX is a more actively managed with annual turnover of: 33.00 vs. DFFVX (20.00). DFFVX (0) and FISVX (0) have matching initial minimum investment requirements. DFFVX (10.28) and FISVX (10.10) have marching annual gain over last year. DFFVX return over 5 years is better than : 59.88 vs. FISVX (30.91).
| DFFVX | FISVX | DFFVX / FISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -0.786 | -1.211 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 1.33B | 992% |
| Annual Yield % from dividends | 1.37 | 2.01 | 69% |
| Returns for 1 year | 10.28 | 10.10 | 102% |
| Returns for 3 years | 20.19 | 10.92 | 185% |
| Returns for 5 years | 59.88 | 30.91 | 194% |
| Returns for 10 years | 57.95 | N/A | - |