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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
Fidelity Small Cap Value Fund
Price$17.76
Change+$0.14 (+0.79%)
VolumeN/A
Net Assets4.41B
DFSVX vs FCPVX Comparison Chart
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DFSVX vs. FCPVX commentary
Apr 18, 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 Hold and FCPVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. FCPVX (4.41B). DFSVX pays higher dividends than FCPVX: DFSVX (1.65) vs FCPVX (0.60). DFSVX was incepted earlier than FCPVX: DFSVX (32 years) vs FCPVX (20 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 : -5.30 vs. FCPVX (-8.57). DFSVX return over 5 years is better than : 92.30 vs. FCPVX (69.27).
| 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 | 20 years | - |
| Gain YTD | -16.002 | -12.721 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 4.41B | 302% |
| Annual Yield % from dividends | 1.65 | 0.60 | 276% |
| Returns for 1 year | -5.30 | -8.57 | 62% |
| Returns for 3 years | -1.94 | -13.13 | 15% |
| Returns for 5 years | 92.30 | 69.27 | 133% |
| Returns for 10 years | 18.26 | -3.70 | -493% |
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