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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$47.04
Change-$0.11 (-0.23%)
VolumeN/A
Net Assets15.53B
LSV Small Cap Value Institutional
Price$18.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets574.58M
DFSVX vs LSVQX Comparison Chart in %
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DFSVX vs. LSVQX commentary
Aug 12, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. LSVQX (575M). LSVQX pays higher dividends than DFSVX: LSVQX (1.75) vs DFSVX (1.64). 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 : 4.25 vs. LSVQX (1.65). LSVQX return over 5 years is better than : 82.75 vs. DFSVX (73.17).
| 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 | -2.177 | -0.808 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 575M | 2,696% |
| Annual Yield % from dividends | 1.64 | 1.75 | 94% |
| Returns for 1 year | 4.25 | 1.65 | 257% |
| Returns for 3 years | 12.67 | 13.25 | 96% |
| Returns for 5 years | 73.17 | 82.75 | 88% |
| Returns for 10 years | 44.90 | 66.56 | 67% |
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