DFSVX
Price
$49.70
Change
+$0.16 (+0.32%)
Updated
Oct 17 closing price
FCVAX
Price
$20.58
Change
+$0.04 (+0.19%)
Updated
Oct 17 closing price
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DFSVX vs FCVAX

Header iconDFSVX vs FCVAX Comparison
Open Charts DFSVX vs FCVAXBanner chart's image
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Small Cap Value A
Price$20.58
Change+$0.04 (+0.19%)
VolumeN/A
CapitalizationN/A
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DFSVX vs FCVAX Comparison Chart
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VS
DFSVX vs. FCVAX 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 FCVAX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. FCVAX (4.98B). 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 : 25.49 vs. FCVAX (21.72). DFSVX return over 5 years is better than : 60.36 vs. FCVAX (46.09).
DFSVXFCVAXDFSVX / FCVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence32 years20 years-
Gain YTD11.5027.459154%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets17B4.98B341%
Annual Yield % from dividends1.440.42340%
Returns for 1 year25.4921.72117%
Returns for 3 years11.27-2.37-476%
Returns for 5 years60.3646.09131%
Returns for 10 years56.0926.32213%
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