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DFFVX vs LSVQX
DFFVX vs LSVQX Comparison
Open Charts DFFVX vs LSVQX
DFA US Targeted Value I
Price$34.42
Change+$0.42 (+1.24%)
VolumeN/A
Net Assets13.03B
LSV Small Cap Value Institutional
Price$18.79
Change+$0.19 (+1.02%)
VolumeN/A
Net Assets575.49M
DFFVX vs LSVQX Comparison Chart in %
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DFFVX vs. LSVQX commentary
Jul 18, 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: 13B vs. LSVQX (575M). LSVQX pays higher dividends than DFFVX: LSVQX (1.77) 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 : 1.83 vs. LSVQX (-3.38). DFFVX (105.89) and LSVQX (104.83) have equivalent 5 years return.
| 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 | 1.068 | 0.162 | 661% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13B | 575M | 2,261% |
| Annual Yield % from dividends | 1.63 | 1.77 | 92% |
| Returns for 1 year | 1.83 | -3.38 | -54% |
| Returns for 3 years | 35.97 | 29.76 | 121% |
| Returns for 5 years | 105.89 | 104.83 | 101% |
| Returns for 10 years | 62.26 | 64.64 | 96% |
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