DFFVX
Price
$34.20
Change
+$0.25 (+0.74%)
Updated
Dec 20 closing price
LVAQX
Price
$19.32
Change
+$0.12 (+0.62%)
Updated
Dec 20 closing price
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DFFVX vs LVAQX

Header iconDFFVX vs LVAQX Comparison
Open Charts DFFVX vs LVAQXBanner chart's image
DFA US Targeted Value I
Price$34.20
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Investor
Price$19.32
Change+$0.12 (+0.62%)
VolumeN/A
CapitalizationN/A
DFFVX vs LVAQX Comparison Chart
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DFFVX vs. LVAQX commentary
Dec 23, 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 LVAQX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. LVAQX (515M). DFFVX (1.37) and LVAQX (1.35) have matching dividends . DFFVX was incepted earlier than LVAQX: DFFVX (25 years) vs LVAQX (11 years). LVAQX is a more actively managed with annual turnover of: 22.00 vs. DFFVX (20.00). 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 : 9.08 vs. LVAQX (3.90). DFFVX return over 5 years is better than : 54.06 vs. LVAQX (44.38).
DFFVXLVAQXDFFVX / LVAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years11 years-
Gain YTD8.8026.740131%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.5B515M2,621%
Annual Yield % from dividends1.371.35102%
Returns for 1 year9.083.90233%
Returns for 3 years20.9218.99110%
Returns for 5 years54.0644.38122%
Returns for 10 years62.9965.9695%
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