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DFWVX vs FINVX
DFWVX vs FINVX Comparison
Open Charts DFWVX vs FINVX
DFA World ex US Value Port I
Price$15.39
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets352.88M
Fidelity Series International Value
Price$15.27
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets16.02B
DFWVX vs FINVX Comparison Chart in %
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DFWVX vs. FINVX commentary
Jul 04, 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 Buy and FINVX is a Buy.
FUNDAMENTALS
Fundamentals
FINVX has more cash in the bank: 16B vs. DFWVX (353M). DFWVX (3.72) and FINVX (3.64) have matching dividends . DFWVX was incepted earlier than FINVX: DFWVX (15 years) vs FINVX (16 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 : 23.82 vs. DFWVX (19.78). FINVX return over 5 years is better than : 116.61 vs. DFWVX (96.66).
| 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 | 16 years | - |
| Gain YTD | 22.235 | 28.104 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 16B | 2% |
| Annual Yield % from dividends | 3.72 | 3.64 | 102% |
| Returns for 1 year | 19.78 | 23.82 | 83% |
| Returns for 3 years | 56.81 | 78.06 | 73% |
| Returns for 5 years | 96.66 | 116.61 | 83% |
| Returns for 10 years | 72.40 | 93.14 | 78% |
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