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DFSVX vs FISVX
DFSVX vs FISVX Comparison
Open Charts DFSVX vs FISVX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Fidelity Small Cap Value Index
Price$25.29
Change-$0.57 (-2.20%)
VolumeN/A
Net Assets1.33B
DFSVX vs FISVX Comparison Chart
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DFSVX vs. FISVX commentary
Feb 23, 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: 15.9B vs. FISVX (1.33B). 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. FISVX annual gain was more profitable for investors over the last year : 10.10 vs. DFSVX (9.32). DFSVX return over 5 years is better than : 52.23 vs. FISVX (30.91).
| 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 | -1.546 | -1.211 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 1.33B | 1,195% |
| Annual Yield % from dividends | 1.44 | 2.01 | 72% |
| Returns for 1 year | 9.32 | 10.10 | 92% |
| Returns for 3 years | 17.14 | 10.92 | 157% |
| Returns for 5 years | 52.23 | 30.91 | 169% |
| Returns for 10 years | 41.91 | N/A | - |
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