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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Fidelity Small Cap Value Fund
Price$19.27
Change-$0.39 (-1.98%)
VolumeN/A
Net Assets4.29B
DFSVX vs FCPVX Comparison Chart
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DFSVX vs. FCPVX commentary
Jun 16, 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 Hold and FCPVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. FCPVX (4.29B). DFSVX pays higher dividends than FCPVX: DFSVX (1.65) vs FCPVX (0.60). 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 : 1.83 vs. FCPVX (-1.36). DFSVX return over 5 years is better than : 86.94 vs. FCPVX (65.36).
| 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 | -6.462 | -5.354 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 4.29B | 347% |
| Annual Yield % from dividends | 1.65 | 0.60 | 275% |
| Returns for 1 year | 1.83 | -1.36 | -135% |
| Returns for 3 years | 19.38 | 6.15 | 315% |
| Returns for 5 years | 86.94 | 65.36 | 133% |
| Returns for 10 years | 30.89 | 2.50 | 1,236% |
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