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DFSVX vs FISVX
DFSVX vs FISVX Comparison
Open Charts DFSVX vs FISVX
DFA US Small Cap Value I
Price$57.50
Change+$0.99 (+1.75%)
VolumeN/A
Net Assets18.22B
Fidelity Small Cap Value Index
Price$30.78
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets1.77B
DFSVX vs FISVX Comparison Chart in %
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DFSVX vs. FISVX commentary
Feb 05, 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 FISVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.2B vs. FISVX (1.78B). FISVX pays higher dividends than DFSVX: FISVX (1.76) vs DFSVX (1.58). DFSVX was incepted earlier than FISVX: DFSVX (33 years) vs FISVX (7 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 (7.00). DFSVX (0) and FISVX (0) have matching initial minimum investment requirements. FISVX annual gain was more profitable for investors over the last year : 20.71 vs. DFSVX (17.52). DFSVX return over 5 years is better than : 55.54 vs. FISVX (35.39).
| 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 | 7 years | - |
| Gain YTD | 9.431 | 8.014 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.2B | 1.78B | 1,025% |
| Annual Yield % from dividends | 1.58 | 1.76 | 90% |
| Returns for 1 year | 17.52 | 20.71 | 85% |
| Returns for 3 years | 35.91 | 33.65 | 107% |
| Returns for 5 years | 55.54 | 35.39 | 157% |
| Returns for 10 years | 121.92 | N/A | - |
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