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DFSVX vs FSCWX
DFSVX vs FSCWX Comparison
Open Charts DFSVX vs FSCWX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Nuveen Small Cap Value R6
Price$32.72
Change-$0.36 (-1.09%)
VolumeN/A
CapitalizationN/A
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DFSVX vs FSCWX Comparison Chart
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DFSVX vs. FSCWX commentary
Sep 21, 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 StrongBuy and FSCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. FSCWX (439M). 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 : 25.39 vs. DFSVX (22.84). DFSVX return over 5 years is better than : 55.21 vs. FSCWX (50.35).
| 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 | 8.788 | 12.711 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 439M | 3,804% |
| Annual Yield % from dividends | 1.44 | 1.09 | 132% |
| Returns for 1 year | 22.84 | 25.39 | 90% |
| Returns for 3 years | 17.09 | 23.07 | 74% |
| Returns for 5 years | 55.21 | 50.35 | 110% |
| Returns for 10 years | 44.49 | N/A | - |
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