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DFSVX vs FCPVX
DFSVX vs FCPVX Comparison
Open Charts DFSVX vs FCPVX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Fidelity Small Cap Value Fund
Price$21.39
Change+$1.21 (+6.00%)
VolumeN/A
Net Assets4.68B
DFSVX vs FCPVX Comparison Chart in %
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DFSVX vs. FCPVX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. FCPVX (4.68B). DFSVX pays higher dividends than FCPVX: DFSVX (1.58) vs FCPVX (0.98). DFSVX was incepted earlier than FCPVX: DFSVX (33 years) vs FCPVX (21 years). FCPVX (0.91) is less costly to investors than DFSVX (0.31). FCPVX is a more actively managed with annual turnover of: 96.00 vs. DFSVX (7.00). DFSVX (0) and FCPVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. FCPVX (2.99). DFSVX return over 5 years is better than : 55.54 vs. FCPVX (18.67).
| DFSVX | FCPVX | DFSVX / FCPVX | |
| Total Expense Ratio | 0.31 | 0.91 | 34% |
| Annual Report Gross Expense Ratio | 0.31 | 0.91 | 34% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 9.431 | 6.150 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 4.68B | 382% |
| Annual Yield % from dividends | 1.58 | 0.98 | 161% |
| Returns for 1 year | 17.52 | 2.99 | 586% |
| Returns for 3 years | 35.91 | 8.60 | 417% |
| Returns for 5 years | 55.54 | 18.67 | 298% |
| Returns for 10 years | 121.92 | 43.43 | 281% |
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