FISVX vs. DFSCX
Compare and contrast key facts about Fidelity Small Cap Value Index Fund (FISVX) and DFA U.S. Micro Cap Portfolio (DFSCX).
FISVX is managed by Fidelity. It was launched on Jul 11, 2019. DFSCX is managed by Dimensional Fund Advisors LP. It was launched on Dec 23, 1981.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISVX or DFSCX.
Correlation
The correlation between FISVX and DFSCX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FISVX vs. DFSCX - Performance Comparison
Key characteristics
FISVX:
-0.09
DFSCX:
-0.05
FISVX:
0.04
DFSCX:
0.10
FISVX:
1.01
DFSCX:
1.01
FISVX:
-0.08
DFSCX:
-0.04
FISVX:
-0.23
DFSCX:
-0.12
FISVX:
8.84%
DFSCX:
9.09%
FISVX:
23.54%
DFSCX:
23.76%
FISVX:
-44.66%
DFSCX:
-66.04%
FISVX:
-19.24%
DFSCX:
-19.02%
Returns By Period
The year-to-date returns for both investments are quite close, with FISVX having a -11.41% return and DFSCX slightly higher at -11.28%.
FISVX
-11.41%
-4.02%
-10.85%
-1.26%
10.65%
N/A
DFSCX
-11.28%
-2.73%
-8.89%
0.39%
11.94%
3.62%
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FISVX vs. DFSCX - Expense Ratio Comparison
FISVX has a 0.05% expense ratio, which is lower than DFSCX's 0.41% expense ratio.
Risk-Adjusted Performance
FISVX vs. DFSCX — Risk-Adjusted Performance Rank
FISVX
DFSCX
FISVX vs. DFSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Small Cap Value Index Fund (FISVX) and DFA U.S. Micro Cap Portfolio (DFSCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FISVX vs. DFSCX - Dividend Comparison
FISVX's dividend yield for the trailing twelve months is around 1.91%, more than DFSCX's 1.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISVX Fidelity Small Cap Value Index Fund | 1.91% | 1.70% | 2.06% | 1.94% | 1.58% | 1.33% | 0.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DFSCX DFA U.S. Micro Cap Portfolio | 1.14% | 0.97% | 1.04% | 1.08% | 0.92% | 0.87% | 0.81% | 0.83% | 0.78% | 0.74% | 0.89% | 0.71% |
Drawdowns
FISVX vs. DFSCX - Drawdown Comparison
The maximum FISVX drawdown since its inception was -44.66%, smaller than the maximum DFSCX drawdown of -66.04%. Use the drawdown chart below to compare losses from any high point for FISVX and DFSCX. For additional features, visit the drawdowns tool.
Volatility
FISVX vs. DFSCX - Volatility Comparison
Fidelity Small Cap Value Index Fund (FISVX) and DFA U.S. Micro Cap Portfolio (DFSCX) have volatilities of 13.24% and 13.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.