Ad is loading...
DFSVX vs FCVIX
DFSVX vs FCVIX Comparison
Open Charts DFSVX vs FCVIX
DFA US Small Cap Value I
Price$48.63
Change+$0.34 (+0.70%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Small Cap Value I
Price$20.62
Change+$0.31 (+1.53%)
VolumeN/A
CapitalizationN/A
DFSVX vs FCVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. FCVIX commentary
Jan 06, 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 FCVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.4B vs. FCVIX (4.87B). DFSVX pays higher dividends than FCVIX: DFSVX (1.44) vs FCVIX (0.57). DFSVX was incepted earlier than FCVIX: DFSVX (32 years) vs FCVIX (20 years). FCVIX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (25.00). DFSVX (0) and FCVIX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 12.97 vs. FCVIX (7.70). DFSVX return over 5 years is better than : 48.46 vs. FCVIX (40.01).
| DFSVX | FCVIX | DFSVX / FCVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 0.247 | 1.227 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.4B | 4.87B | 337% |
| Annual Yield % from dividends | 1.44 | 0.57 | 253% |
| Returns for 1 year | 12.97 | 7.70 | 168% |
| Returns for 3 years | 12.24 | -5.28 | -232% |
| Returns for 5 years | 48.46 | 40.01 | 121% |
| Returns for 10 years | 52.90 | 17.43 | 303% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers