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DFWVX vs FINVX
DFWVX vs FINVX Comparison
Open Charts DFWVX vs FINVX
DFA World ex US Value Port I
Price$12.82
Change-$0.09 (-0.70%)
VolumeN/A
Net Assets282.27M
Fidelity Series International Value
Price$12.65
Change-$0.21 (-1.63%)
VolumeN/A
Net Assets15.42B
DFWVX vs FINVX Comparison Chart
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DFWVX vs. FINVX commentary
Apr 11, 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 DFWVX is a Hold and FINVX is a Hold.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 15.4B vs. DFWVX (282M). FINVX (4.09) and DFWVX (3.98) have matching dividends . DFWVX was incepted earlier than FINVX: DFWVX (15 years) vs FINVX (15 years). DFWVX (0.57) is less costly to investors than FINVX (0.01). FINVX is a more actively managed with annual turnover of: 33.00 vs. DFWVX (13.00). DFWVX (0) and FINVX (0) have matching initial minimum investment requirements. FINVX annual gain was more profitable for investors over the last year : 7.79 vs. DFWVX (0.95). FINVX return over 5 years is better than : 109.46 vs. DFWVX (79.74).
| DFWVX | FINVX | DFWVX / FINVX | |
| Total Expense Ratio | 0.38 | 0.01 | 3,800% |
| Annual Report Gross Expense Ratio | 0.57 | 0.01 | 5,700% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 0.380 | 7.886 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 15.4B | 2% |
| Annual Yield % from dividends | 3.98 | 4.09 | 97% |
| Returns for 1 year | 0.95 | 7.79 | 12% |
| Returns for 3 years | 13.37 | 32.65 | 41% |
| Returns for 5 years | 79.74 | 109.46 | 73% |
| Returns for 10 years | 37.83 | 58.91 | 64% |
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