Interact to see
Advertisement
Advertisement
DFSVX vs FCVTX
DFSVX vs FCVTX Comparison
Open Charts DFSVX vs FCVTX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Fidelity Advisor Small Cap Value M
Price$17.66
Change-$0.35 (-1.94%)
VolumeN/A
Net Assets4.29B
DFSVX vs FCVTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. FCVTX 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 FCVTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. FCVTX (4.29B). DFSVX pays higher dividends than FCVTX: DFSVX (1.65) vs FCVTX (0.25). DFSVX was incepted earlier than FCVTX: DFSVX (32 years) vs FCVTX (21 years). FCVTX (1.51) is less costly to investors than DFSVX (0.31). FCVTX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX (0) and FCVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. FCVTX (-2.24). DFSVX return over 5 years is better than : 86.94 vs. FCVTX (58.57).
| DFSVX | FCVTX | DFSVX / FCVTX | |
| Total Expense Ratio | 0.31 | 1.51 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.51 | 21% |
| Fund Existence | 32 years | 21 years | - |
| Gain YTD | -6.462 | -5.562 | 116% |
| Front Load | N/A | 4% | - |
| 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 | 0.25 | 656% |
| Returns for 1 year | 1.83 | -2.24 | -82% |
| Returns for 3 years | 19.38 | 3.30 | 588% |
| Returns for 5 years | 86.94 | 58.57 | 148% |
| Returns for 10 years | 30.89 | -3.85 | -803% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PLTY | 67.40 | 0.89 | +1.34% |
| YieldMax PLTR Option Income Strategy ETF | |||
| PZA | 22.34 | -0.06 | -0.27% |
| Invesco National AMT-Free Muni Bd ETF | |||
| EWH | 19.75 | -0.18 | -0.90% |
| iShares MSCI Hong Kong ETF | |||
| DEHP | 27.34 | -0.36 | -1.30% |
| Dimensional Em Mkts High Prof ETF | |||
| QQQU | 40.32 | -0.57 | -1.39% |
| Direxion Daily Concentrated Qs Bull 2X Shares | |||