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DFSVX vs FISVX
DFSVX vs FISVX Comparison
Open Charts DFSVX vs FISVX
DFA US Small Cap Value I
Price$48.53
Change+$0.19 (+0.39%)
VolumeN/A
Net Assets16.18B
Fidelity Small Cap Value Index
Price$25.99
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets1.34B
DFSVX vs FISVX Comparison Chart in %
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DFSVX vs. FISVX commentary
Jul 11, 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 FISVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. FISVX (1.34B). FISVX (1.75) and DFSVX (1.67) have matching dividends . DFSVX was incepted earlier than FISVX: DFSVX (32 years) vs FISVX (6 years). DFSVX (0.31) is less costly to investors than FISVX (0.05). FISVX is a more actively managed with annual turnover of: 37.00 vs. DFSVX (12.00). DFSVX (0) and FISVX (0) have matching initial minimum investment requirements. FISVX annual gain was more profitable for investors over the last year : 11.33 vs. DFSVX (10.35). DFSVX return over 5 years is better than : 105.35 vs. FISVX (76.02).
| DFSVX | FISVX | DFSVX / FISVX | |
| Total Expense Ratio | 0.31 | 0.05 | 620% |
| Annual Report Gross Expense Ratio | 0.31 | 0.05 | 620% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.526 | 0.703 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 1.34B | 1,205% |
| Annual Yield % from dividends | 1.67 | 1.75 | 95% |
| Returns for 1 year | 10.35 | 11.33 | 91% |
| Returns for 3 years | 32.52 | 24.13 | 135% |
| Returns for 5 years | 105.35 | 76.02 | 139% |
| Returns for 10 years | 44.57 | N/A | - |
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