Ad is loading...
DFFVX vs FISVX
DFFVX vs FISVX Comparison
Open Charts DFFVX vs FISVX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Value Index
Price$25.78
Change-$1.19 (-4.41%)
VolumeN/A
CapitalizationN/A
DFFVX vs FISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. FISVX commentary
Dec 19, 2024
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: 14B vs. FISVX (1.43B). FISVX pays higher dividends than DFFVX: FISVX (2.01) vs DFFVX (1.37). DFFVX was incepted earlier than FISVX: DFFVX (25 years) vs FISVX (5 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 (15.38) and FISVX (15.30) have marching annual gain over last year. DFFVX return over 5 years is better than : 60.26 vs. FISVX (34.27).
| DFFVX | FISVX | DFFVX / FISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 13.033 | 12.759 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 1.43B | 981% |
| Annual Yield % from dividends | 1.37 | 2.01 | 69% |
| Returns for 1 year | 15.38 | 15.30 | 101% |
| Returns for 3 years | 26.84 | 12.89 | 208% |
| Returns for 5 years | 60.26 | 34.27 | 176% |
| Returns for 10 years | 71.11 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDV | 27.07 | 0.01 | +0.04% |
| Federated Hermes US Strategic Dvd ETF | |||
| FOCT | 43.39 | -0.03 | -0.08% |
| FT Vest US Equity Buffer ETF Oct | |||
| EFAD | 38.18 | -0.08 | -0.22% |
| ProShares MSCI EAFE Dividend Growers | |||
| BBCA | 72.55 | -0.35 | -0.48% |
| JPMorgan BetaBuilders Canada ETF | |||
| MFLX | 17.22 | -0.11 | -0.61% |
| First Trust Flexible Muncpl Hgh Inc ETF | |||