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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Value Fund
Price$21.35
Change+$0.05 (+0.23%)
VolumeN/A
CapitalizationN/A
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DFSVX vs FCPVX Comparison Chart
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DFSVX vs. FCPVX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. FCPVX (4.98B). 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 : 28.36 vs. FCPVX (25.26). DFSVX return over 5 years is better than : 60.88 vs. FCPVX (49.27).
| 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 | 11.862 | 8.129 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 4.98B | 341% |
| Annual Yield % from dividends | 1.44 | 0.57 | 251% |
| Returns for 1 year | 28.36 | 25.26 | 112% |
| Returns for 3 years | 11.30 | -0.85 | -1,324% |
| Returns for 5 years | 60.88 | 49.27 | 124% |
| Returns for 10 years | 55.19 | 28.95 | 191% |
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