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DFSVX vs FISVX
DFSVX vs FISVX Comparison
Open Charts DFSVX vs FISVX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Fidelity Small Cap Value Index
Price$28.71
Change+$0.53 (+1.88%)
VolumeN/A
Net Assets1.6B
DFSVX vs FISVX Comparison Chart in %
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DFSVX vs. FISVX commentary
Dec 05, 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 FISVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. FISVX (1.6B). FISVX (1.69) and DFSVX (1.62) have matching dividends . DFSVX was incepted earlier than FISVX: DFSVX (33 years) vs FISVX (6 years). DFSVX (0.31) is less costly to investors than FISVX (0.05). FISVX is a more actively managed with annual turnover of: 31.00 vs. DFSVX (12.00). DFSVX (0) and FISVX (0) have matching initial minimum investment requirements. FISVX annual gain was more profitable for investors over the last year : 4.62 vs. DFSVX (0.82). DFSVX return over 5 years is better than : 62.61 vs. FISVX (43.06).
| DFSVX | FISVX | DFSVX / FISVX | |
| Total Expense Ratio | 0.31 | 0.05 | 620% |
| Annual Report Gross Expense Ratio | 0.31 | 0.05 | 620% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 8.912 | 13.110 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.6B | 1,046% |
| Annual Yield % from dividends | 1.62 | 1.69 | 96% |
| Returns for 1 year | 0.82 | 4.62 | 18% |
| Returns for 3 years | 23.63 | 31.01 | 76% |
| Returns for 5 years | 62.61 | 43.06 | 145% |
| Returns for 10 years | 64.29 | N/A | - |
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