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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.39B
LSV Small Cap Value Institutional
Price$18.10
Change+$0.26 (+1.46%)
VolumeN/A
Net Assets546.78M
DFSVX vs LSVQX Comparison Chart in %
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DFSVX vs. LSVQX commentary
Jun 28, 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 DFSVX is a Buy and LSVQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.4B vs. LSVQX (547M). LSVQX pays higher dividends than DFSVX: LSVQX (1.83) vs DFSVX (1.65). DFSVX was incepted earlier than LSVQX: DFSVX (32 years) vs LSVQX (12 years). LSVQX (0.85) is less costly to investors than DFSVX (0.31). LSVQX is a more actively managed with annual turnover of: 25.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LSVQX: DFSVX (0) vs LSVQX (100000). DFSVX annual gain was more profitable for investors over the last year : 3.57 vs. LSVQX (1.76). LSVQX return over 5 years is better than : 107.34 vs. DFSVX (99.23).
| DFSVX | LSVQX | DFSVX / LSVQX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.85 | 36% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | -5.096 | -3.931 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 547M | 2,815% |
| Annual Yield % from dividends | 1.65 | 1.83 | 90% |
| Returns for 1 year | 3.57 | 1.76 | 203% |
| Returns for 3 years | 21.77 | 22.44 | 97% |
| Returns for 5 years | 99.23 | 107.34 | 92% |
| Returns for 10 years | 35.33 | 58.03 | 61% |
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