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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Fidelity Small Cap Value Fund
Price$21.47
Change+$0.23 (+1.08%)
VolumeN/A
Net Assets4.87B
DFSVX vs FCPVX Comparison Chart
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DFSVX vs. FCPVX commentary
Jan 31, 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 StrongBuy and FCPVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. FCPVX (4.87B). DFSVX pays higher dividends than FCPVX: DFSVX (1.44) vs FCPVX (0.57). DFSVX was incepted earlier than FCPVX: DFSVX (32 years) vs FCPVX (20 years). FCPVX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (25.00). DFSVX (0) and FCPVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.34 vs. FCPVX (11.05). DFSVX return over 5 years is better than : 64.95 vs. FCPVX (48.61).
| DFSVX | FCPVX | DFSVX / FCPVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 4.082 | 4.322 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 4.87B | 347% |
| Annual Yield % from dividends | 1.44 | 0.57 | 251% |
| Returns for 1 year | 17.34 | 11.05 | 157% |
| Returns for 3 years | 23.52 | 3.09 | 761% |
| Returns for 5 years | 64.95 | 48.61 | 134% |
| Returns for 10 years | 57.14 | 18.95 | 302% |
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