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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
LSV Small Cap Value Institutional
Price$18.45
Change-$0.34 (-1.81%)
VolumeN/A
Net Assets523.53M
DFSVX vs LSVQX Comparison Chart
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DFSVX vs. LSVQX commentary
Feb 23, 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 Hold and LSVQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. LSVQX (524M). 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 : 9.32 vs. LSVQX (8.09). DFSVX (52.23) and LSVQX (51.22) 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 | -1.546 | 1.185 | -131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 524M | 3,034% |
| Annual Yield % from dividends | 1.44 | 1.62 | 89% |
| Returns for 1 year | 9.32 | 8.09 | 115% |
| Returns for 3 years | 17.14 | 18.49 | 93% |
| Returns for 5 years | 52.23 | 51.22 | 102% |
| Returns for 10 years | 41.91 | 65.94 | 64% |
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