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DFFVX vs LSVQX
DFFVX vs LSVQX Comparison
Open Charts DFFVX vs LSVQX
DFA US Targeted Value I
Price$30.28
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets11.74B
LSV Small Cap Value Institutional
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets477.32M
DFFVX vs LSVQX Comparison Chart
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DFFVX vs. LSVQX commentary
Apr 28, 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 Buy and LSVQX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.7B vs. LSVQX (477M). 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 : -2.74 vs. LSVQX (-5.29). LSVQX return over 5 years is better than : 121.43 vs. DFFVX (114.12).
| 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 | -11.514 | -9.639 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 477M | 2,453% |
| Annual Yield % from dividends | 1.63 | 1.82 | 90% |
| Returns for 1 year | -2.74 | -5.29 | 52% |
| Returns for 3 years | 10.44 | 10.70 | 98% |
| Returns for 5 years | 114.12 | 121.43 | 94% |
| Returns for 10 years | 38.34 | 44.18 | 87% |
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