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DFFVX vs LSVQX
DFFVX vs LSVQX Comparison
Open Charts DFFVX vs LSVQX
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Institutional
Price$20.14
Change-$0.17 (-0.84%)
VolumeN/A
CapitalizationN/A
DFFVX vs LSVQX Comparison Chart
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DFFVX vs. LSVQX commentary
Nov 18, 2024
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 Buy and LSVQX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. LSVQX (520M). 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 : 27.76 vs. LSVQX (21.71). DFFVX return over 5 years is better than : 61.92 vs. LSVQX (57.21).
| 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 | 13.547 | 11.087 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 520M | 2,712% |
| Annual Yield % from dividends | 1.37 | 1.62 | 85% |
| Returns for 1 year | 27.76 | 21.71 | 128% |
| Returns for 3 years | 10.22 | 18.40 | 56% |
| Returns for 5 years | 61.92 | 57.21 | 108% |
| Returns for 10 years | 62.51 | 73.48 | 85% |
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