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DFFVX vs LVAQX
DFFVX vs LVAQX Comparison
Open Charts DFFVX vs LVAQX
DFA US Targeted Value I
Price$29.78
Change+$0.36 (+1.22%)
VolumeN/A
Net Assets11.56B
LSV Small Cap Value Investor
Price$16.53
Change+$0.16 (+0.98%)
VolumeN/A
Net Assets463.92M
DFFVX vs LVAQX Comparison Chart
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DFFVX vs. LVAQX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.6B vs. LVAQX (464M). DFFVX pays higher dividends than LVAQX: DFFVX (1.63) vs LVAQX (1.40). 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 : -6.12 vs. LVAQX (-8.38). LVAQX (113.58) and DFFVX (108.04) have equivalent 5 years return.
| 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 | -14.027 | -11.847 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 464M | 2,500% |
| Annual Yield % from dividends | 1.63 | 1.40 | 116% |
| Returns for 1 year | -6.12 | -8.38 | 73% |
| Returns for 3 years | 4.65 | 4.41 | 105% |
| Returns for 5 years | 108.04 | 113.58 | 95% |
| Returns for 10 years | 34.47 | 37.45 | 92% |
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