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DFSVX vs FCVTX
DFSVX vs FCVTX Comparison
Open Charts DFSVX vs FCVTX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Fidelity Advisor Small Cap Value M
Price$16.89
Change+$0.37 (+2.24%)
VolumeN/A
Net Assets4.41B
DFSVX vs FCVTX Comparison Chart
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DFSVX vs. FCVTX commentary
Apr 25, 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: 13.9B vs. FCVTX (4.41B). DFSVX pays higher dividends than FCVTX: DFSVX (1.65) vs FCVTX (0.25). DFSVX was incepted earlier than FCVTX: DFSVX (32 years) vs FCVTX (20 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 : -8.03 vs. FCVTX (-11.17). DFSVX return over 5 years is better than : 95.08 vs. FCVTX (65.12).
| 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 | 20 years | - |
| Gain YTD | -15.444 | -12.674 | 122% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 4.41B | 315% |
| Annual Yield % from dividends | 1.65 | 0.25 | 659% |
| Returns for 1 year | -8.03 | -11.17 | 72% |
| Returns for 3 years | 0.80 | -13.98 | -6% |
| Returns for 5 years | 95.08 | 65.12 | 146% |
| Returns for 10 years | 19.34 | -11.04 | -175% |
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