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DFSVX vs FCVTX
DFSVX vs FCVTX Comparison
Open Charts DFSVX vs FCVTX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Fidelity Advisor Small Cap Value M
Price$19.44
Change+$1.06 (+5.77%)
VolumeN/A
Net Assets4.68B
DFSVX vs FCVTX Comparison Chart in %
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DFSVX vs. FCVTX commentary
Feb 04, 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 FCVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. FCVTX (4.68B). DFSVX pays higher dividends than FCVTX: DFSVX (1.58) vs FCVTX (0.66). DFSVX was incepted earlier than FCVTX: DFSVX (33 years) vs FCVTX (21 years). FCVTX (1.45) is less costly to investors than DFSVX (0.31). FCVTX is a more actively managed with annual turnover of: 96.00 vs. DFSVX (7.00). DFSVX (0) and FCVTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. FCVTX (1.61). DFSVX return over 5 years is better than : 55.54 vs. FCVTX (12.90).
| DFSVX | FCVTX | DFSVX / FCVTX | |
| Total Expense Ratio | 0.31 | 1.45 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.45 | 21% |
| Fund Existence | 33 years | 21 years | - |
| Gain YTD | 9.431 | 6.106 | 154% |
| Front Load | N/A | 4% | - |
| 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 | 0.66 | 239% |
| Returns for 1 year | 17.52 | 1.61 | 1,091% |
| Returns for 3 years | 35.91 | 5.20 | 691% |
| Returns for 5 years | 55.54 | 12.90 | 431% |
| Returns for 10 years | 121.92 | 33.10 | 368% |
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