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DFFVX vs LVAQX
DFFVX vs LVAQX Comparison
Open Charts DFFVX vs LVAQX
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
LSV Small Cap Value Investor
Price$16.69
Change-$1.24 (-6.92%)
VolumeN/A
Net Assets504.65M
DFFVX vs LVAQX Comparison Chart
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DFFVX vs. LVAQX commentary
Apr 04, 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 Hold and LVAQX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. LVAQX (505M). 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 : 0.60 vs. LVAQX (-1.12). LVAQX (171.11) and DFFVX (165.27) 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 | -5.436 | -3.446 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 505M | 2,495% |
| Annual Yield % from dividends | 1.63 | 1.40 | 116% |
| Returns for 1 year | 0.60 | -1.12 | -54% |
| Returns for 3 years | 11.44 | 10.65 | 107% |
| Returns for 5 years | 165.27 | 171.11 | 97% |
| Returns for 10 years | 48.10 | 49.56 | 97% |
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