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DFSVX vs FIKNX
DFSVX vs FIKNX Comparison
Open Charts DFSVX vs FIKNX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
Fidelity Advisor Small Cap Value Z
Price$17.56
Change+$0.19 (+1.09%)
VolumeN/A
Net Assets4.41B
DFSVX vs FIKNX Comparison Chart
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DFSVX vs. FIKNX commentary
Apr 12, 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 FIKNX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. FIKNX (4.41B). DFSVX pays higher dividends than FIKNX: DFSVX (1.65) vs FIKNX (0.71). DFSVX was incepted earlier than FIKNX: DFSVX (32 years) vs FIKNX (7 years). FIKNX (0.89) is less costly to investors than DFSVX (0.31). FIKNX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX (0) and FIKNX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -10.09 vs. FIKNX (-13.41). DFSVX return over 5 years is better than : 81.60 vs. FIKNX (59.99).
| DFSVX | FIKNX | DFSVX / FIKNX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.89 | 35% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | -17.140 | -14.769 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 4.41B | 297% |
| Annual Yield % from dividends | 1.65 | 0.71 | 232% |
| Returns for 1 year | -10.09 | -13.41 | 75% |
| Returns for 3 years | -1.27 | -13.92 | 9% |
| Returns for 5 years | 81.60 | 59.99 | 136% |
| Returns for 10 years | 16.53 | N/A | - |
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