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DFSVX vs FCVTX
DFSVX vs FCVTX Comparison
Open Charts DFSVX vs FCVTX
DFA US Small Cap Value I
Price$45.93
Change-$0.11 (-0.24%)
VolumeN/A
Net Assets15.34B
Fidelity Advisor Small Cap Value M
Price$18.01
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.29B
DFSVX vs FCVTX Comparison Chart
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DFSVX vs. FCVTX commentary
Jun 13, 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: 15.3B vs. FCVTX (4.29B). DFSVX pays higher dividends than FCVTX: DFSVX (1.65) vs FCVTX (0.25). 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 : 2.23 vs. FCVTX (-1.39). DFSVX return over 5 years is better than : 89.96 vs. FCVTX (61.80).
| 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 | -4.952 | -3.636 | 136% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 4.29B | 356% |
| Annual Yield % from dividends | 1.65 | 0.25 | 656% |
| Returns for 1 year | 2.23 | -1.39 | -160% |
| Returns for 3 years | 21.40 | 4.85 | 441% |
| Returns for 5 years | 89.96 | 61.80 | 146% |
| Returns for 10 years | 33.89 | -1.15 | -2,936% |
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