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DFSVX vs FSCWX
DFSVX vs FSCWX Comparison
Open Charts DFSVX vs FSCWX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Nuveen Small Cap Value R6
Price$34.80
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
DFSVX vs FSCWX Comparison Chart
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DFSVX vs. FSCWX commentary
Nov 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. FSCWX (453M). 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 : 33.97 vs. DFSVX (26.86). FSCWX (57.43) and DFSVX (56.90) 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 | 14.541 | 19.876 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 453M | 3,841% |
| Annual Yield % from dividends | 1.44 | 1.09 | 132% |
| Returns for 1 year | 26.86 | 33.97 | 79% |
| Returns for 3 years | 7.13 | 15.21 | 47% |
| Returns for 5 years | 56.90 | 57.43 | 99% |
| Returns for 10 years | 48.27 | N/A | - |
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