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DFSVX vs FSCWX
DFSVX vs FSCWX Comparison
Open Charts DFSVX vs FSCWX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Nuveen Small Cap Value R6
Price$33.90
Change+$0.16 (+0.47%)
VolumeN/A
Net Assets304.6M
DFSVX vs FSCWX Comparison Chart
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DFSVX vs. FSCWX commentary
Jan 19, 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 FSCWX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. FSCWX (305M). DFSVX pays higher dividends than FSCWX: DFSVX (1.44) vs FSCWX (1.09). DFSVX was incepted earlier than FSCWX: DFSVX (32 years) vs FSCWX (9 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 : 23.77 vs. DFSVX (17.38). DFSVX (51.83) and FSCWX (50.33) 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 | 9 years | - |
| Gain YTD | 2.948 | 3.165 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 305M | 5,508% |
| Annual Yield % from dividends | 1.44 | 1.09 | 132% |
| Returns for 1 year | 17.38 | 23.77 | 73% |
| Returns for 3 years | 16.94 | 16.13 | 105% |
| Returns for 5 years | 51.83 | 50.33 | 103% |
| Returns for 10 years | 57.77 | N/A | - |
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