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DFSVX vs FIKNX
DFSVX vs FIKNX Comparison
Open Charts DFSVX vs FIKNX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Fidelity Advisor Small Cap Value Z
Price$20.93
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets4.42B
DFSVX vs FIKNX Comparison Chart in %
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DFSVX vs. FIKNX commentary
Jul 27, 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 FIKNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. FIKNX (4.42B). DFSVX pays higher dividends than FIKNX: DFSVX (1.67) vs FIKNX (0.68). DFSVX was incepted earlier than FIKNX: DFSVX (32 years) vs FIKNX (7 years). FIKNX (0.89) is less costly to investors than DFSVX (0.31). FIKNX is a more actively managed with annual turnover of: 63.00 vs. DFSVX (12.00). DFSVX (0) and FIKNX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. FIKNX (-1.83). DFSVX return over 5 years is better than : 94.25 vs. FIKNX (73.21).
| DFSVX | FIKNX | DFSVX / FIKNX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.89 | 35% |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 0.901 | 2.699 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 4.42B | 362% |
| Annual Yield % from dividends | 1.67 | 0.68 | 244% |
| Returns for 1 year | 0.60 | -1.83 | -33% |
| Returns for 3 years | 27.09 | 12.39 | 219% |
| Returns for 5 years | 94.25 | 73.21 | 129% |
| Returns for 10 years | 50.73 | N/A | - |
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