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DFSVX vs FCVCX
DFSVX vs FCVCX Comparison
Open Charts DFSVX vs FCVCX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Fidelity Advisor Small Cap Value C
Price$15.11
Change+$0.19 (+1.27%)
VolumeN/A
Net Assets4.17B
DFSVX vs FCVCX Comparison Chart
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DFSVX vs. FCVCX commentary
May 09, 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 FCVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. FCVCX (4.17B). DFSVX pays higher dividends than FCVCX: DFSVX (1.75) vs FCVCX (0.17). DFSVX was incepted earlier than FCVCX: DFSVX (32 years) vs FCVCX (21 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 : -3.50 vs. FCVCX (-7.35). DFSVX return over 5 years is better than : 92.33 vs. FCVCX (55.48).
| 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 | 21 years | - |
| Gain YTD | -9.256 | -7.329 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 4.17B | 341% |
| Annual Yield % from dividends | 1.75 | 0.17 | 1,048% |
| Returns for 1 year | -3.50 | -7.35 | 48% |
| Returns for 3 years | 13.02 | -6.32 | -206% |
| Returns for 5 years | 92.33 | 55.48 | 166% |
| Returns for 10 years | 28.50 | -13.45 | -212% |
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