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DFSVX vs FCVAX
DFSVX vs FCVAX Comparison
Open Charts DFSVX vs FCVAX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Fidelity Advisor Small Cap Value A
Price$17.59
Change-$1.28 (-6.78%)
VolumeN/A
Net Assets4.41B
DFSVX vs FCVAX Comparison Chart
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DFSVX vs. FCVAX commentary
Apr 04, 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 FCVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. FCVAX (4.41B). DFSVX pays higher dividends than FCVAX: DFSVX (1.65) vs FCVAX (0.34). DFSVX was incepted earlier than FCVAX: DFSVX (32 years) vs FCVAX (20 years). FCVAX (1.26) is less costly to investors than DFSVX (0.31). FCVAX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX (0) and FCVAX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -0.75 vs. FCVAX (-5.38). DFSVX return over 5 years is better than : 148.44 vs. FCVAX (107.92).
| DFSVX | FCVAX | DFSVX / FCVAX | |
| Total Expense Ratio | 0.31 | 1.26 | 25% |
| Annual Report Gross Expense Ratio | 0.31 | 1.26 | 25% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -6.586 | -3.921 | 168% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 4.41B | 340% |
| Annual Yield % from dividends | 1.65 | 0.34 | 484% |
| Returns for 1 year | -0.75 | -5.38 | 14% |
| Returns for 3 years | 7.99 | -7.87 | -101% |
| Returns for 5 years | 148.44 | 107.92 | 138% |
| Returns for 10 years | 31.44 | 1.30 | 2,411% |
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