DFFVX
Price
$34.03
Change
-$0.45 (-1.31%)
Updated
Sep 20 closing price
LVAQX
Price
$19.42
Change
-$0.26 (-1.32%)
Updated
Sep 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$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Investor
Price$19.42
Change-$0.26 (-1.32%)
VolumeN/A
CapitalizationN/A
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DFFVX vs LVAQX Comparison Chart
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VS
DFFVX vs. LVAQX commentary
Sep 21, 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 Buy and LVAQX is a StrongBuy.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. LVAQX (480M). DFFVX (1.37) and LVAQX (1.35) have matching dividends . DFFVX was incepted earlier than LVAQX: DFFVX (25 years) vs LVAQX (10 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 : 22.61 vs. LVAQX (19.73). DFFVX (59.42) and LVAQX (58.75) have equivalent 5 years return.
DFFVXLVAQXDFFVX / LVAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years10 years-
Gain YTD7.5147.293103%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.8B480M2,875%
Annual Yield % from dividends1.371.35102%
Returns for 1 year22.6119.73115%
Returns for 3 years20.0327.4373%
Returns for 5 years59.4258.75101%
Returns for 10 years55.7572.4277%
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