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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
Fidelity Small Cap Value Fund
Price$19.30
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets4.29B
DFSVX vs FCPVX Comparison Chart
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DFSVX vs. FCPVX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. FCPVX (4.29B). DFSVX pays higher dividends than FCPVX: DFSVX (1.65) vs FCPVX (0.60). DFSVX was incepted earlier than FCPVX: DFSVX (32 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 : -0.92 vs. FCPVX (-1.69). DFSVX return over 5 years is better than : 66.28 vs. FCPVX (51.30).
| DFSVX | FCPVX | DFSVX / FCPVX | |
| Total Expense Ratio | 0.31 | 0.97 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.97 | 32% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | -7.414 | -4.813 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 4.29B | 345% |
| Annual Yield % from dividends | 1.65 | 0.60 | 275% |
| Returns for 1 year | -0.92 | -1.69 | 54% |
| Returns for 3 years | 7.11 | -3.72 | -191% |
| Returns for 5 years | 66.28 | 51.30 | 129% |
| Returns for 10 years | 31.37 | 4.42 | 709% |
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