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DFSVX vs FCVTX
DFSVX vs FCVTX Comparison
Open Charts DFSVX vs FCVTX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Small Cap Value M
Price$18.75
Change-$0.77 (-3.94%)
VolumeN/A
CapitalizationN/A
DFSVX vs FCVTX Comparison Chart
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DFSVX vs. FCVTX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. FCVTX (5.26B). 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 : 15.68 vs. FCVTX (7.94). DFSVX return over 5 years is better than : 52.30 vs. FCVTX (35.67).
| 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 | 13.283 | 6.783 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 5.26B | 321% |
| Annual Yield % from dividends | 1.44 | 0.37 | 390% |
| Returns for 1 year | 15.68 | 7.94 | 198% |
| Returns for 3 years | 24.57 | 0.83 | 2,948% |
| Returns for 5 years | 52.30 | 35.67 | 147% |
| Returns for 10 years | 52.91 | 10.65 | 497% |
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