DFFVX
Price
$36.35
Change
-$0.19 (-0.52%)
Updated
Nov 13 closing price
LVAQX
Price
$20.40
Change
-$0.11 (-0.54%)
Updated
Nov 13 closing price
Ad is loading...

DFFVX vs LVAQX

Header iconDFFVX vs LVAQX Comparison
Open Charts DFFVX vs LVAQXBanner chart's image
DFA US Targeted Value I
Price$36.35
Change-$0.19 (-0.52%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Investor
Price$20.40
Change-$0.11 (-0.54%)
VolumeN/A
CapitalizationN/A
DFFVX vs LVAQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DFFVX vs. LVAQX commentary
Nov 14, 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 Buy.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.4B vs. LVAQX (518M). 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 : 28.33 vs. LVAQX (22.07). DFFVX return over 5 years is better than : 64.36 vs. LVAQX (57.80).
DFFVXLVAQXDFFVX / LVAQX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years10 years-
Gain YTD15.26012.707120%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.4B518M2,780%
Annual Yield % from dividends1.371.35102%
Returns for 1 year28.3322.07128%
Returns for 3 years12.0219.5062%
Returns for 5 years64.3657.80111%
Returns for 10 years64.6771.2391%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JABFX13.200.08
+0.61%
JHancock Real Estate Securities C
CDOZX41.220.09
+0.22%
Columbia Dividend Opportunity Inst
ACERX11.220.02
+0.18%
Invesco Equity and Income C
GWSVX17.16N/A
N/A
Gabelli Focused Gr and Inc AAA
DLHCX25.41-0.18
-0.70%
Delaware Healthcare C