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DFSVX vs FISVX
DFSVX vs FISVX Comparison
Open Charts DFSVX vs FISVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Fidelity Small Cap Value Index
Price$26.07
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets1.34B
DFSVX vs FISVX Comparison Chart in %
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DFSVX vs. FISVX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. FISVX (1.34B). FISVX (1.75) and DFSVX (1.67) have matching dividends . DFSVX was incepted earlier than FISVX: DFSVX (32 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: 37.00 vs. DFSVX (12.00). DFSVX (0) and FISVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. FISVX (0.43). DFSVX return over 5 years is better than : 94.25 vs. FISVX (69.41).
| DFSVX | FISVX | DFSVX / FISVX | |
| Total Expense Ratio | 0.31 | 0.05 | 620% |
| Annual Report Gross Expense Ratio | 0.31 | 0.05 | 620% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.901 | 1.836 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 1.34B | 1,190% |
| Annual Yield % from dividends | 1.67 | 1.75 | 95% |
| Returns for 1 year | 0.60 | 0.43 | 138% |
| Returns for 3 years | 27.09 | 21.97 | 123% |
| Returns for 5 years | 94.25 | 69.41 | 136% |
| Returns for 10 years | 50.73 | N/A | - |
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