Interact to see
Advertisement
Advertisement
DFSVX vs FCVTX
DFSVX vs FCVTX Comparison
Open Charts DFSVX vs FCVTX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Fidelity Advisor Small Cap Value M
Price$17.52
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets4.17B
DFSVX vs FCVTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. FCVTX commentary
May 23, 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 FCVTX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. FCVTX (4.17B). DFSVX pays higher dividends than FCVTX: DFSVX (1.75) vs FCVTX (0.26). 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 : -3.63 vs. FCVTX (-6.05). DFSVX return over 5 years is better than : 94.99 vs. FCVTX (68.25).
| 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 | -8.573 | -5.936 | 144% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 4.17B | 351% |
| Annual Yield % from dividends | 1.75 | 0.26 | 670% |
| Returns for 1 year | -3.63 | -6.05 | 60% |
| Returns for 3 years | 12.64 | -2.01 | -629% |
| Returns for 5 years | 94.99 | 68.25 | 139% |
| Returns for 10 years | 28.61 | -3.72 | -769% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers