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DFSVX vs FCVAX
DFSVX vs FCVAX Comparison
Open Charts DFSVX vs FCVAX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets15.04B
Fidelity Advisor Small Cap Value A
Price$18.49
Change-$0.56 (-2.94%)
VolumeN/A
Net Assets4.17B
DFSVX vs FCVAX Comparison Chart
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DFSVX vs. FCVAX commentary
May 23, 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 Buy and FCVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. FCVAX (4.17B). DFSVX pays higher dividends than FCVAX: DFSVX (1.75) vs FCVAX (0.35). DFSVX was incepted earlier than FCVAX: DFSVX (32 years) vs FCVAX (21 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. FCVAX annual gain was more profitable for investors over the last year : -3.51 vs. DFSVX (-4.37). DFSVX return over 5 years is better than : 95.13 vs. FCVAX (76.97).
| 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 | 21 years | - |
| Gain YTD | -8.511 | -3.004 | 283% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 4.17B | 360% |
| Annual Yield % from dividends | 1.75 | 0.35 | 493% |
| Returns for 1 year | -4.37 | -3.51 | 124% |
| Returns for 3 years | 14.43 | 3.87 | 373% |
| Returns for 5 years | 95.13 | 76.97 | 124% |
| Returns for 10 years | 28.70 | 2.75 | 1,043% |
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