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DFFVX vs LSVQX
DFFVX vs LSVQX Comparison
Open Charts DFFVX vs LSVQX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.48B
LSV Small Cap Value Institutional
Price$18.45
Change-$0.34 (-1.81%)
VolumeN/A
Net Assets523.53M
DFFVX vs LSVQX Comparison Chart
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DFFVX vs. LSVQX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. LSVQX (524M). LSVQX pays higher dividends than DFFVX: LSVQX (1.62) vs DFFVX (1.37). DFFVX was incepted earlier than LSVQX: DFFVX (25 years) vs LSVQX (12 years). LSVQX is a more actively managed with annual turnover of: 22.00 vs. DFFVX (20.00). 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 : 10.28 vs. LSVQX (8.09). DFFVX return over 5 years is better than : 59.88 vs. LSVQX (51.22).
| DFFVX | LSVQX | DFFVX / LSVQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | -0.786 | 1.185 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 524M | 2,576% |
| Annual Yield % from dividends | 1.37 | 1.62 | 85% |
| Returns for 1 year | 10.28 | 8.09 | 127% |
| Returns for 3 years | 20.19 | 18.49 | 109% |
| Returns for 5 years | 59.88 | 51.22 | 117% |
| Returns for 10 years | 57.95 | 65.94 | 88% |
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