Ad is loading...
DFSVX vs FSCWX
DFSVX vs FSCWX Comparison
Open Charts DFSVX vs FSCWX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Nuveen Small Cap Value R6
Price$33.25
Change-$1.36 (-3.93%)
VolumeN/A
CapitalizationN/A
DFSVX vs FSCWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. FSCWX commentary
Dec 19, 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 FSCWX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. FSCWX (438M). DFSVX pays higher dividends than FSCWX: DFSVX (1.44) vs FSCWX (1.09). DFSVX was incepted earlier than FSCWX: DFSVX (32 years) vs FSCWX (8 years). FSCWX is a more actively managed with annual turnover of: 31.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than FSCWX: DFSVX (0) vs FSCWX (1000000). FSCWX annual gain was more profitable for investors over the last year : 21.66 vs. DFSVX (15.68). DFSVX (52.30) and FSCWX (52.12) have equivalent 5 years return.
| DFSVX | FSCWX | DFSVX / FSCWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 13.283 | 19.221 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 438M | 3,858% |
| Annual Yield % from dividends | 1.44 | 1.09 | 132% |
| Returns for 1 year | 15.68 | 21.66 | 72% |
| Returns for 3 years | 24.57 | 22.53 | 109% |
| Returns for 5 years | 52.30 | 52.12 | 100% |
| Returns for 10 years | 52.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFRA | 31.38 | N/A | N/A |
| Donoghue Forlines Yld Enhd Rl Ast ETF | |||
| IGBH | 24.44 | N/A | -0.02% |
| iShares Interest Rate Hdg L/T Corp BdETF | |||
| RODM | 29.46 | -0.14 | -0.47% |
| Hartford Multifactor Dev Mkts (exUS) ETF | |||
| MDY | 592.24 | -7.03 | -1.17% |
| SPDR® S&P MIDCAP 400 ETF Trust | |||
| SVXY | 52.21 | -0.62 | -1.17% |
| ProShares Short VIX Short-Term Futures | |||