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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Institutional
Price$20.14
Change-$0.17 (-0.84%)
VolumeN/A
CapitalizationN/A
DFSVX vs LSVQX Comparison Chart
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DFSVX vs. LSVQX commentary
Nov 18, 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 DFSVX is a Buy and LSVQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. LSVQX (520M). LSVQX pays higher dividends than DFSVX: LSVQX (1.62) vs DFSVX (1.44). DFSVX was incepted earlier than LSVQX: DFSVX (32 years) vs LSVQX (12 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. LSVQX (22.00). 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 : 26.86 vs. LSVQX (21.71). LSVQX (57.21) and DFSVX (56.90) have equivalent 5 years return.
| DFSVX | LSVQX | DFSVX / LSVQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 14.541 | 11.087 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 520M | 3,346% |
| Annual Yield % from dividends | 1.44 | 1.62 | 89% |
| Returns for 1 year | 26.86 | 21.71 | 124% |
| Returns for 3 years | 7.13 | 18.40 | 39% |
| Returns for 5 years | 56.90 | 57.21 | 99% |
| Returns for 10 years | 48.27 | 73.48 | 66% |
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