CESVX vs FCPVX

Both CESVX and FCPVX are mutual funds. Below is the comparison between CESVX and FCPVX.

CESVX FCPVX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Value U.S. Equity: Small Value
Family N/A Fidelity Investments
Net Assets N/A $2.74B
Expense Ratio N/A 0.97%
Management Style active active
Dividend Yield N/A 0.58%
Minimum Investment $3,000.00 N/A
YTD Return N/A 38.06%
1-Year Return N/A 10.86%
3-Year Return N/A 18.33%
5-Year Return N/A 14.59%
10-Year Return N/A 14.58%

CESVX description

CESVX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
CESVX expense ratio is N/A.

CESVX holdings

Top 10 Holdings (16.61% of Total Assets)

Name Symbol % Assets
MGIC Investment Corp MTG 2.00%
Cathay General Bancorp CATY 1.87%
Hancock Holding Co HBHC 1.77%
Bank of N.T Butterfield & Son Ltd NTB 1.69%
Waddell & Reed Financial Inc A WDR 1.65%
UMB Financial Corp UMBF 1.60%
American Equity Investment Life Holding Co AEL 1.57%
Vishay Intertechnology Inc VSH 1.55%
Halyard Health Inc HYH 1.46%
First Financial Bancorp FFBC 1.45%

Other relevant CESVX comparisons

You may also want to check out the following CESVX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

FCPVX description

The Fund seeks capital appreciation by investing at least 80% of assets in securities of companies with small market capitalizations. The Fund also invests in securities of companies that it believes are undervalued in the marketplace.

FCPVX performance & returns

YTD Return 38.06%
1-Month Return 7.39%
3-Month Return 10.86%
1-Year Return 10.86%
3-Year Return 18.33%
5-Year Return 14.59%
10-Year Return 14.58%
FCPVX expense ratio is 0.97%.

FCPVX holdings

Top 10 Holdings (20.42% of Total Assets)

Name Symbol % Assets
SPX FLOW Inc FLOW 2.28%
KB Home KBH 2.25%
JELD-WEN Holding Inc JELD 2.16%
TRI Pointe Group Inc TPH 2.08%
Bank of N.T Butterfield & Son Ltd NTB 2.03%
Regal Beloit Corp RBC 1.99%
PotlatchDeltic Corp PCH 1.98%
Signature Bank SBNY 1.90%
Valvoline Inc VVV 1.88%
Enstar Group Ltd ESGR 1.87%

Other relevant FCPVX comparisons

You may also want to check out the following FCPVX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.