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DFSVX vs FCVAX
DFSVX vs FCVAX Comparison
Open Charts DFSVX vs FCVAX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Fidelity Advisor Small Cap Value A
Price$20.42
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets4.87B
DFSVX vs FCVAX Comparison Chart
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DFSVX vs. FCVAX commentary
Jan 19, 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: 16.8B vs. FCVAX (4.87B). DFSVX pays higher dividends than FCVAX: DFSVX (1.44) vs FCVAX (0.42). DFSVX was incepted earlier than FCVAX: DFSVX (32 years) vs FCVAX (20 years). FCVAX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (25.00). DFSVX (0) and FCVAX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. FCVAX (11.17). DFSVX return over 5 years is better than : 51.83 vs. FCVAX (37.95).
| DFSVX | FCVAX | DFSVX / FCVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 2.948 | 3.971 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.87B | 345% |
| Annual Yield % from dividends | 1.44 | 0.42 | 340% |
| Returns for 1 year | 17.38 | 11.17 | 156% |
| Returns for 3 years | 16.94 | -1.59 | -1,063% |
| Returns for 5 years | 51.83 | 37.95 | 137% |
| Returns for 10 years | 57.77 | 17.39 | 332% |
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