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DFFVX vs LVAQX
DFFVX vs LVAQX Comparison
Open Charts DFFVX vs LVAQX
DFA US Targeted Value I
Price$33.38
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets12.89B
LSV Small Cap Value Investor
Price$18.11
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets556.74M
DFFVX vs LVAQX Comparison Chart in %
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DFFVX vs. LVAQX commentary
Jun 30, 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: 12.9B vs. LVAQX (557M). 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 : 7.86 vs. LVAQX (3.01). DFFVX return over 5 years is better than : 114.11 vs. LVAQX (108.23).
| 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 | -1.986 | -2.477 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 557M | 2,316% |
| Annual Yield % from dividends | 1.62 | 1.41 | 115% |
| Returns for 1 year | 7.86 | 3.01 | 261% |
| Returns for 3 years | 29.69 | 25.12 | 118% |
| Returns for 5 years | 114.11 | 108.23 | 105% |
| Returns for 10 years | 54.95 | 56.30 | 98% |
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