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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$47.44
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets15.65B
Fidelity Small Cap Value Fund
Price$20.38
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets4.42B
DFSVX vs FCPVX Comparison Chart in %
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DFSVX vs. FCPVX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. FCPVX (4.42B). DFSVX pays higher dividends than FCPVX: DFSVX (1.67) vs FCPVX (0.58). 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 : -2.14 vs. FCPVX (-5.61). DFSVX return over 5 years is better than : 92.70 vs. FCPVX (68.29).
| 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 | -1.345 | -0.491 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 4.42B | 355% |
| Annual Yield % from dividends | 1.67 | 0.58 | 290% |
| Returns for 1 year | -2.14 | -5.61 | 38% |
| Returns for 3 years | 30.43 | 12.58 | 242% |
| Returns for 5 years | 92.70 | 68.29 | 136% |
| Returns for 10 years | 42.00 | 7.88 | 533% |
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