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DFSVX vs FISVX
DFSVX vs FISVX Comparison
Open Charts DFSVX vs FISVX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Value Index
Price$25.78
Change-$1.19 (-4.41%)
VolumeN/A
CapitalizationN/A
DFSVX vs FISVX Comparison Chart
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DFSVX vs. FISVX commentary
Dec 19, 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 FISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. FISVX (1.43B). FISVX pays higher dividends than DFSVX: FISVX (2.01) vs DFSVX (1.44). DFSVX was incepted earlier than FISVX: DFSVX (32 years) vs FISVX (5 years). FISVX is a more actively managed with annual turnover of: 33.00 vs. DFSVX (25.00). DFSVX (0) and FISVX (0) have matching initial minimum investment requirements. DFSVX (15.68) and FISVX (15.30) have marching annual gain over last year. DFSVX return over 5 years is better than : 52.30 vs. FISVX (34.27).
| DFSVX | FISVX | DFSVX / FISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 13.283 | 12.759 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 1.43B | 1,184% |
| Annual Yield % from dividends | 1.44 | 2.01 | 72% |
| Returns for 1 year | 15.68 | 15.30 | 102% |
| Returns for 3 years | 24.57 | 12.89 | 191% |
| Returns for 5 years | 52.30 | 34.27 | 153% |
| Returns for 10 years | 52.91 | N/A | - |