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DFSVX vs FISVX
DFSVX vs FISVX Comparison
Open Charts DFSVX vs FISVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Value Index
Price$26.12
Change-$0.40 (-1.51%)
VolumeN/A
CapitalizationN/A
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DFSVX vs FISVX Comparison Chart
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DFSVX vs. FISVX commentary
Sep 21, 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 StrongBuy and FISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. FISVX (1.32B). 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. FISVX annual gain was more profitable for investors over the last year : 26.01 vs. DFSVX (22.84). DFSVX return over 5 years is better than : 55.21 vs. FISVX (39.33).
| 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 | 8.788 | 9.205 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.32B | 1,266% |
| Annual Yield % from dividends | 1.44 | 2.01 | 72% |
| Returns for 1 year | 22.84 | 26.01 | 88% |
| Returns for 3 years | 17.09 | 12.56 | 136% |
| Returns for 5 years | 55.21 | 39.33 | 140% |
| Returns for 10 years | 44.49 | N/A | - |
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