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DFFVX vs LSVQX
DFFVX vs LSVQX Comparison
Open Charts DFFVX vs LSVQX
DFA US Targeted Value I
Price$33.95
Change-$0.18 (-0.53%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Institutional
Price$19.27
Change-$0.06 (-0.31%)
VolumeN/A
CapitalizationN/A
DFFVX vs LSVQX Comparison Chart
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DFFVX vs. LSVQX commentary
Dec 20, 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 Hold and LSVQX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. LSVQX (512M). 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 : 9.87 vs. LSVQX (4.92). DFFVX return over 5 years is better than : 52.93 vs. LSVQX (45.34).
| 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 | 8.006 | 6.288 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 512M | 2,617% |
| Annual Yield % from dividends | 1.37 | 1.62 | 85% |
| Returns for 1 year | 9.87 | 4.92 | 201% |
| Returns for 3 years | 23.68 | 22.30 | 106% |
| Returns for 5 years | 52.93 | 45.34 | 117% |
| Returns for 10 years | 62.91 | 70.14 | 90% |
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