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DFSVX vs FISVX
DFSVX vs FISVX Comparison
Open Charts DFSVX vs FISVX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Fidelity Small Cap Value Index
Price$26.04
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets1.31B
DFSVX vs FISVX Comparison Chart
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DFSVX vs. FISVX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. FISVX (1.31B). FISVX pays higher dividends than DFSVX: FISVX (2.01) vs DFSVX (1.44). DFSVX was incepted earlier than FISVX: DFSVX (32 years) vs FISVX (6 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 annual gain was more profitable for investors over the last year : 17.38 vs. FISVX (16.45). DFSVX return over 5 years is better than : 51.83 vs. FISVX (31.19).
| DFSVX | FISVX | DFSVX / FISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 2.948 | 1.719 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 1.31B | 1,280% |
| Annual Yield % from dividends | 1.44 | 2.01 | 72% |
| Returns for 1 year | 17.38 | 16.45 | 106% |
| Returns for 3 years | 16.94 | 8.50 | 199% |
| Returns for 5 years | 51.83 | 31.19 | 166% |
| Returns for 10 years | 57.77 | N/A | - |
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