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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$46.63
Change+$0.77 (+1.68%)
VolumeN/A
Net Assets15.14B
Fidelity Small Cap Value Fund
Price$19.98
Change+$0.32 (+1.63%)
VolumeN/A
Net Assets4.29B
DFSVX vs FCPVX Comparison Chart in %
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DFSVX vs. FCPVX commentary
Jun 27, 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: 15.1B 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 : 3.57 vs. FCPVX (1.94). DFSVX return over 5 years is better than : 99.23 vs. FCPVX (75.37).
| 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 | -5.096 | -3.438 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 4.29B | 352% |
| Annual Yield % from dividends | 1.65 | 0.60 | 275% |
| Returns for 1 year | 3.57 | 1.94 | 184% |
| Returns for 3 years | 21.77 | 7.25 | 300% |
| Returns for 5 years | 99.23 | 75.37 | 132% |
| Returns for 10 years | 35.33 | 5.60 | 631% |
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