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DFSVX vs FCVIX
DFSVX vs FCVIX Comparison
Open Charts DFSVX vs FCVIX
DFA US Small Cap Value I
Price$42.00
Change-$0.38 (-0.90%)
VolumeN/A
Net Assets14.08B
Fidelity Advisor Small Cap Value I
Price$18.52
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets4.41B
DFSVX vs FCVIX Comparison Chart
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DFSVX vs. FCVIX commentary
May 01, 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 FCVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.1B vs. FCVIX (4.41B). DFSVX pays higher dividends than FCVIX: DFSVX (1.65) vs FCVIX (0.56). DFSVX was incepted earlier than FCVIX: DFSVX (32 years) vs FCVIX (21 years). FCVIX (1.01) is less costly to investors than DFSVX (0.31). FCVIX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX (0) and FCVIX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -4.92 vs. FCVIX (-7.11). DFSVX return over 5 years is better than : 83.81 vs. FCVIX (65.90).
| DFSVX | FCVIX | DFSVX / FCVIX | |
| Total Expense Ratio | 0.31 | 1.01 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.01 | 31% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | -12.298 | -9.475 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 4.41B | 320% |
| Annual Yield % from dividends | 1.65 | 0.56 | 297% |
| Returns for 1 year | -4.92 | -7.11 | 69% |
| Returns for 3 years | 7.47 | -5.23 | -143% |
| Returns for 5 years | 83.81 | 65.90 | 127% |
| Returns for 10 years | 25.35 | -0.29 | -8,782% |
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