Ad is loading...
DFSVX vs FIKNX
DFSVX vs FIKNX Comparison
Open Charts DFSVX vs FIKNX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Fidelity Advisor Small Cap Value Z
Price$20.34
Change-$0.52 (-2.49%)
VolumeN/A
Net Assets5.04B
DFSVX vs FIKNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. FIKNX commentary
Feb 23, 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: 15.9B vs. FIKNX (5.04B). DFSVX pays higher dividends than FIKNX: DFSVX (1.44) vs FIKNX (0.69). DFSVX was incepted earlier than FIKNX: DFSVX (32 years) vs FIKNX (6 years). FIKNX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (25.00). DFSVX (0) and FIKNX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. FIKNX (2.62). DFSVX return over 5 years is better than : 52.23 vs. FIKNX (39.00).
| DFSVX | FIKNX | DFSVX / FIKNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -1.546 | -0.196 | 788% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 5.04B | 315% |
| Annual Yield % from dividends | 1.44 | 0.69 | 209% |
| Returns for 1 year | 9.32 | 2.62 | 356% |
| Returns for 3 years | 17.14 | -1.42 | -1,208% |
| Returns for 5 years | 52.23 | 39.00 | 134% |
| Returns for 10 years | 41.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers