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DFFVX vs LVAQX
DFFVX vs LVAQX Comparison
Open Charts DFFVX vs LVAQX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
LSV Small Cap Value Investor
Price$17.74
Change+$0.23 (+1.31%)
VolumeN/A
Net Assets527.09M
DFFVX vs LVAQX Comparison Chart
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DFFVX vs. LVAQX commentary
Jun 07, 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 LVAQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. LVAQX (527M). DFFVX pays higher dividends than LVAQX: DFFVX (1.62) vs LVAQX (1.41). DFFVX was incepted earlier than LVAQX: DFFVX (25 years) vs LVAQX (11 years). LVAQX (1.10) is less costly to investors than DFFVX (0.30). LVAQX is a more actively managed with annual turnover of: 25.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than LVAQX: DFFVX (0) vs LVAQX (1000). DFFVX annual gain was more profitable for investors over the last year : 3.08 vs. LVAQX (-1.62). DFFVX return over 5 years is better than : 79.52 vs. LVAQX (70.05).
| DFFVX | LVAQX | DFFVX / LVAQX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.10 | 27% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | -4.530 | -5.708 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 527M | 2,372% |
| Annual Yield % from dividends | 1.62 | 1.41 | 115% |
| Returns for 1 year | 3.08 | -1.62 | -190% |
| Returns for 3 years | 11.76 | 7.87 | 149% |
| Returns for 5 years | 79.52 | 70.05 | 114% |
| Returns for 10 years | 50.14 | 50.78 | 99% |
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