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DFSVX vs FISVX
DFSVX vs FISVX Comparison
Open Charts DFSVX vs FISVX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Fidelity Small Cap Value Index
Price$27.03
Change-$0.25 (-0.92%)
VolumeN/A
CapitalizationN/A
DFSVX vs FISVX Comparison Chart
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DFSVX vs. FISVX commentary
Nov 18, 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: 17.4B vs. FISVX (1.27B). 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 : 29.54 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. FISVX (40.04).
| 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 | 14.541 | 13.010 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 1.27B | 1,372% |
| Annual Yield % from dividends | 1.44 | 2.01 | 72% |
| Returns for 1 year | 26.86 | 29.54 | 91% |
| Returns for 3 years | 7.13 | 4.12 | 173% |
| Returns for 5 years | 56.90 | 40.04 | 142% |
| Returns for 10 years | 48.27 | N/A | - |