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DFWVX vs FINVX
DFWVX vs FINVX Comparison
Open Charts DFWVX vs FINVX
DFA World ex US Value Port I
Price$14.31
Change+$0.13 (+0.92%)
VolumeN/A
Net Assets314.26M
Fidelity Series International Value
Price$14.34
Change+$0.11 (+0.77%)
VolumeN/A
Net Assets15.5B
DFWVX vs FINVX Comparison Chart
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DFWVX vs. FINVX commentary
May 12, 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: 15.5B vs. DFWVX (314M). FINVX (3.95) and DFWVX (3.92) 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 : 17.92 vs. DFWVX (10.75). FINVX return over 5 years is better than : 128.04 vs. DFWVX (96.30).
| 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 | 12.046 | 20.302 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 15.5B | 2% |
| Annual Yield % from dividends | 3.92 | 3.95 | 99% |
| Returns for 1 year | 10.75 | 17.92 | 60% |
| Returns for 3 years | 36.59 | 60.19 | 61% |
| Returns for 5 years | 96.30 | 128.04 | 75% |
| Returns for 10 years | 48.84 | 74.52 | 66% |
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