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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$50.84
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.54B
Fidelity Small Cap Value Fund
Price$20.41
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets4.58B
DFSVX vs FCPVX Comparison Chart in %
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DFSVX vs. FCPVX commentary
Oct 07, 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 Buy and FCPVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. FCPVX (4.58B). DFSVX pays higher dividends than FCPVX: DFSVX (1.66) vs FCPVX (0.84). DFSVX was incepted earlier than FCPVX: DFSVX (33 years) vs FCPVX (21 years). FCPVX (0.97) is less costly to investors than DFSVX (0.31). FCPVX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX (0) and FCPVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 7.37 vs. FCPVX (-0.64). DFSVX return over 5 years is better than : 90.26 vs. FCPVX (55.79).
| DFSVX | FCPVX | DFSVX / FCPVX | |
| Total Expense Ratio | 0.31 | 0.97 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.97 | 32% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 6.279 | 0.698 | 899% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 4.58B | 360% |
| Annual Yield % from dividends | 1.66 | 0.84 | 197% |
| Returns for 1 year | 7.37 | -0.64 | -1,145% |
| Returns for 3 years | 39.36 | 25.50 | 154% |
| Returns for 5 years | 90.26 | 55.79 | 162% |
| Returns for 10 years | 60.84 | 21.23 | 287% |
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