DFSVX
Price
$45.04
Change
+$0.23 (+0.51%)
Updated
Mar 1, 6:59 PM EST
FIKNX
Price
$20.13
Change
+$0.10 (+0.50%)
Updated
Mar 1, 6:59 PM EST
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Analysis and predictions DFSVX vs FIKNX

Header iconDFSVX vs FIKNX Comparison
Open Charts DFSVX vs FIKNXBanner chart's image
DFA US Small Cap Value I
Price$45.04
Change+$0.23 (+0.51%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Small Cap Value Z
Price$20.13
Change+$0.10 (+0.50%)
VolumeN/A
CapitalizationN/A
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DFSVX vs FIKNX Comparison Chart

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VS
DFSVX vs. FIKNX commentary
Mar 04, 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 FIKNX is a Hold.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. FIKNX (4.78B). DFSVX pays higher dividends than FIKNX: DFSVX (1.51) vs FIKNX (0.72). DFSVX was incepted earlier than FIKNX: DFSVX (31 years) vs FIKNX (5 years). FIKNX (0.90) is less costly to investors than DFSVX (0.30). FIKNX is a more actively managed with annual turnover of: 29.00 vs. DFSVX (23.00). DFSVX (0) and FIKNX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 7.70 vs. FIKNX (5.17). FIKNX return over 5 years is better than : 39.82 vs. DFSVX (34.60).
DFSVXFIKNXDFSVX / FIKNX
Total Expense Ratio0.300.9033%
Annual Report Gross Expense Ratio0.300.9033%
Fund Existence31 years5 years-
Gain YTD0.2231.66713%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15.3B4.78B320%
Annual Yield % from dividends1.510.72209%
Returns for 1 year7.705.17149%
Returns for 3 years13.184.01329%
Returns for 5 years34.6039.8287%
Returns for 10 years30.68N/A-
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