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DFFVX vs LSVQX
DFFVX vs LSVQX Comparison
Open Charts DFFVX vs LSVQX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
LSV Small Cap Value Institutional
Price$16.70
Change-$1.25 (-6.96%)
VolumeN/A
Net Assets504.65M
DFFVX vs LSVQX Comparison Chart
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DFFVX vs. LSVQX commentary
Apr 04, 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 DFFVX is a Hold and LSVQX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. LSVQX (505M). LSVQX pays higher dividends than DFFVX: LSVQX (1.82) vs DFFVX (1.63). DFFVX was incepted earlier than LSVQX: DFFVX (25 years) vs LSVQX (12 years). LSVQX (0.85) is less costly to investors than DFFVX (0.30). LSVQX is a more actively managed with annual turnover of: 25.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than LSVQX: DFFVX (0) vs LSVQX (100000). DFFVX annual gain was more profitable for investors over the last year : 0.60 vs. LSVQX (-0.83). LSVQX return over 5 years is better than : 174.75 vs. DFFVX (165.27).
| DFFVX | LSVQX | DFFVX / LSVQX | |
| Total Expense Ratio | 0.29 | 0.85 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.85 | 35% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | -5.436 | -3.339 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 505M | 2,495% |
| Annual Yield % from dividends | 1.63 | 1.82 | 90% |
| Returns for 1 year | 0.60 | -0.83 | -72% |
| Returns for 3 years | 11.44 | 11.52 | 99% |
| Returns for 5 years | 165.27 | 174.75 | 95% |
| Returns for 10 years | 48.10 | 53.56 | 90% |
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