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DFSVX vs FSCVX
DFSVX vs FSCVX Comparison
Open Charts DFSVX vs FSCVX
DFA US Small Cap Value I
Price$50.08
Change-$0.40 (-0.79%)
VolumeN/A
Net Assets16.95B
Nuveen Small Cap Value C
Price$27.08
Change-$0.31 (-1.13%)
VolumeN/A
Net Assets308.5M
DFSVX vs FSCVX Comparison Chart
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DFSVX vs. FSCVX commentary
Jan 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 FSCVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. FSCVX (309M). DFSVX pays higher dividends than FSCVX: DFSVX (1.44) vs FSCVX (0.09). DFSVX was incepted earlier than FSCVX: DFSVX (32 years) vs FSCVX (26 years). FSCVX is a more actively managed with annual turnover of: 31.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FSCVX: DFSVX (0) vs FSCVX (3000). FSCVX annual gain was more profitable for investors over the last year : 19.72 vs. DFSVX (15.36). DFSVX return over 5 years is better than : 56.95 vs. FSCVX (44.63).
| DFSVX | FSCVX | DFSVX / FSCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 3.236 | 3.241 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 309M | 5,469% |
| Annual Yield % from dividends | 1.44 | 0.09 | 1,543% |
| Returns for 1 year | 15.36 | 19.72 | 78% |
| Returns for 3 years | 24.01 | 18.43 | 130% |
| Returns for 5 years | 56.95 | 44.63 | 128% |
| Returns for 10 years | 55.08 | 71.67 | 77% |
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