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DGTSX vs FIKVX
DGTSX vs FIKVX Comparison
Open Charts DGTSX vs FIKVX
DFA Global Allocation 25/75 I
Price$14.13
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets656.25M
Fidelity Advisor Asset Manager 20% Z
Price$13.90
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets5.51B
DGTSX vs FIKVX Comparison Chart in %
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DGTSX vs. FIKVX commentary
Jul 17, 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 DGTSX is a Hold and FIKVX is a Buy.
FUNDAMENTALS
Fundamentals
FIKVX has more cash in the bank: 5.51B vs. DGTSX (656M). DGTSX pays higher dividends than FIKVX: DGTSX (3.45) vs FIKVX (3.26). DGTSX was incepted earlier than FIKVX: DGTSX (22 years) vs FIKVX (7 years). FIKVX (0.46) is less costly to investors than DGTSX (0.39). DGTSX (0) and FIKVX (0) have matching initial minimum investment requirements. FIKVX annual gain was more profitable for investors over the last year : 5.65 vs. DGTSX (2.51). FIKVX (13.80) and DGTSX (13.24) have equivalent 5 years return.
| DGTSX | FIKVX | DGTSX / FIKVX | |
| Total Expense Ratio | 0.24 | 0.46 | 52% |
| Annual Report Gross Expense Ratio | 0.39 | 0.46 | 85% |
| Fund Existence | 22 years | 7 years | - |
| Gain YTD | 4.362 | 4.394 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 656M | 5.51B | 12% |
| Annual Yield % from dividends | 3.45 | 3.26 | 106% |
| Returns for 1 year | 2.51 | 5.65 | 44% |
| Returns for 3 years | 14.32 | 15.43 | 93% |
| Returns for 5 years | 13.24 | 13.80 | 96% |
| Returns for 10 years | 31.79 | N/A | - |
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