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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Value Fund
Price$21.18
Change-$0.20 (-0.94%)
VolumeN/A
CapitalizationN/A
DFSVX vs FCPVX Comparison Chart
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DFSVX vs. FCPVX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. FCPVX (4.83B). 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 : 26.86 vs. FCPVX (20.27). DFSVX return over 5 years is better than : 56.90 vs. FCPVX (43.90).
| 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 | 14.541 | 7.268 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 4.83B | 361% |
| Annual Yield % from dividends | 1.44 | 0.57 | 251% |
| Returns for 1 year | 26.86 | 20.27 | 133% |
| Returns for 3 years | 7.13 | -4.20 | -170% |
| Returns for 5 years | 56.90 | 43.90 | 130% |
| Returns for 10 years | 48.27 | 18.96 | 255% |
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