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DFSVX vs FCVTX
DFSVX vs FCVTX Comparison
Open Charts DFSVX vs FCVTX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Fidelity Advisor Small Cap Value M
Price$19.45
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets4.87B
DFSVX vs FCVTX Comparison Chart
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DFSVX vs. FCVTX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. FCVTX (4.87B). DFSVX pays higher dividends than FCVTX: DFSVX (1.44) vs FCVTX (0.37). DFSVX was incepted earlier than FCVTX: DFSVX (32 years) vs FCVTX (20 years). FCVTX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (25.00). DFSVX (0) and FCVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. FCVTX (10.66). DFSVX return over 5 years is better than : 51.83 vs. FCVTX (35.06).
| DFSVX | FCVTX | DFSVX / FCVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 2.948 | 4.011 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 4.87B | 345% |
| Annual Yield % from dividends | 1.44 | 0.37 | 390% |
| Returns for 1 year | 17.38 | 10.66 | 163% |
| Returns for 3 years | 16.94 | -2.93 | -578% |
| Returns for 5 years | 51.83 | 35.06 | 148% |
| Returns for 10 years | 57.77 | 13.42 | 431% |
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