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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Fidelity Small Cap Value Fund
Price$20.78
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets4.42B
DFSVX vs FCPVX Comparison Chart in %
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DFSVX vs. FCPVX commentary
Jul 06, 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 DFSVX is a Buy and FCPVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. FCPVX (4.42B). DFSVX pays higher dividends than FCPVX: DFSVX (1.67) vs FCPVX (0.58). DFSVX was incepted earlier than FCPVX: DFSVX (32 years) vs FCPVX (21 years). FCPVX (0.97) is less costly to investors than DFSVX (0.31). FCPVX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX (0) and FCPVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. FCPVX (6.81). DFSVX return over 5 years is better than : 105.30 vs. FCPVX (79.05).
| DFSVX | FCPVX | DFSVX / FCPVX | |
| Total Expense Ratio | 0.31 | 0.97 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.97 | 32% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | 1.067 | 2.063 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 4.42B | 364% |
| Annual Yield % from dividends | 1.67 | 0.58 | 290% |
| Returns for 1 year | 9.45 | 6.81 | 139% |
| Returns for 3 years | 32.84 | 14.97 | 219% |
| Returns for 5 years | 105.30 | 79.05 | 133% |
| Returns for 10 years | 45.10 | 11.79 | 382% |
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