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DFSVX vs FIKNX
DFSVX vs FIKNX Comparison
Open Charts DFSVX vs FIKNX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
Fidelity Advisor Small Cap Value Z
Price$20.07
Change-$0.16 (-0.79%)
VolumeN/A
Net Assets4.65B
DFSVX vs FIKNX Comparison Chart in %
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DFSVX vs. FIKNX commentary
Sep 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. FIKNX (4.65B). DFSVX pays higher dividends than FIKNX: DFSVX (1.52) vs FIKNX (0.64). DFSVX was incepted earlier than FIKNX: DFSVX (33 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 : 6.84 vs. FIKNX (-0.38). DFSVX return over 5 years is better than : 106.18 vs. FIKNX (69.80).
| DFSVX | FIKNX | DFSVX / FIKNX | |
| Total Expense Ratio | 0.31 | 0.89 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.89 | 35% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 4.540 | -0.234 | -1,942% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 4.65B | 357% |
| Annual Yield % from dividends | 1.52 | 0.64 | 238% |
| Returns for 1 year | 6.84 | -0.38 | -1,822% |
| Returns for 3 years | 42.49 | 27.22 | 156% |
| Returns for 5 years | 106.18 | 69.80 | 152% |
| Returns for 10 years | 71.03 | N/A | - |
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