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DFSVX vs FCVCX
DFSVX vs FCVCX Comparison
Open Charts DFSVX vs FCVCX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
Fidelity Advisor Small Cap Value C
Price$13.82
Change+$0.14 (+1.02%)
VolumeN/A
Net Assets4.41B
DFSVX vs FCVCX Comparison Chart
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DFSVX vs. FCVCX commentary
Apr 12, 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 FCVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. FCVCX (4.41B). DFSVX pays higher dividends than FCVCX: DFSVX (1.65) vs FCVCX (0.16). DFSVX was incepted earlier than FCVCX: DFSVX (32 years) vs FCVCX (20 years). FCVCX (2.01) is less costly to investors than DFSVX (0.31). FCVCX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX (0) and FCVCX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -10.09 vs. FCVCX (-15.26). DFSVX return over 5 years is better than : 81.60 vs. FCVCX (44.62).
| DFSVX | FCVCX | DFSVX / FCVCX | |
| Total Expense Ratio | 0.31 | 2.01 | 15% |
| Annual Report Gross Expense Ratio | 0.31 | 2.01 | 15% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | -17.140 | -15.031 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 4.41B | 297% |
| Annual Yield % from dividends | 1.65 | 0.16 | 1,031% |
| Returns for 1 year | -10.09 | -15.26 | 66% |
| Returns for 3 years | -1.27 | -19.63 | 6% |
| Returns for 5 years | 81.60 | 44.62 | 183% |
| Returns for 10 years | 16.53 | -21.66 | -76% |
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