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DFSVX vs FCVTX
DFSVX vs FCVTX Comparison
Open Charts DFSVX vs FCVTX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.21B
Fidelity Advisor Small Cap Value M
Price$19.28
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets4.4B
DFSVX vs FCVTX Comparison Chart in %
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DFSVX vs. FCVTX commentary
Aug 16, 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 FCVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. FCVTX (4.4B). DFSVX pays higher dividends than FCVTX: DFSVX (1.64) vs FCVTX (0.24). DFSVX was incepted earlier than FCVTX: DFSVX (32 years) vs FCVTX (21 years). FCVTX (1.51) is less costly to investors than DFSVX (0.31). FCVTX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX (0) and FCVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 5.62 vs. FCVTX (-0.53). DFSVX return over 5 years is better than : 80.15 vs. FCVTX (54.71).
| DFSVX | FCVTX | DFSVX / FCVTX | |
| Total Expense Ratio | 0.31 | 1.51 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.51 | 21% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 1.483 | 3.102 | 48% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 4.4B | 368% |
| Annual Yield % from dividends | 1.64 | 0.24 | 688% |
| Returns for 1 year | 5.62 | -0.53 | -1,068% |
| Returns for 3 years | 16.09 | 0.82 | 1,957% |
| Returns for 5 years | 80.15 | 54.71 | 147% |
| Returns for 10 years | 50.63 | 4.31 | 1,175% |
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