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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
LSV Small Cap Value Institutional
Price$17.76
Change+$0.22 (+1.25%)
VolumeN/A
Net Assets527.09M
DFSVX vs LSVQX Comparison Chart
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DFSVX vs. LSVQX commentary
Jun 07, 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: 14.8B vs. LSVQX (527M). 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 : 0.94 vs. LSVQX (-1.33). LSVQX return over 5 years is better than : 72.29 vs. DFSVX (68.62).
| 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 | -6.110 | -5.547 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 527M | 2,808% |
| Annual Yield % from dividends | 1.65 | 1.83 | 90% |
| Returns for 1 year | 0.94 | -1.33 | -70% |
| Returns for 3 years | 7.43 | 8.79 | 85% |
| Returns for 5 years | 68.62 | 72.29 | 95% |
| Returns for 10 years | 33.33 | 54.90 | 61% |
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