Ad is loading...
DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$41.99
Change-$0.15 (-0.36%)
VolumeN/A
Net Assets13.97B
LSV Small Cap Value Institutional
Price$16.78
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets477.32M
DFSVX vs LSVQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LSVQX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14B vs. LSVQX (477M). LSVQX pays higher dividends than DFSVX: LSVQX (1.82) 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 : -4.92 vs. LSVQX (-5.29). LSVQX return over 5 years is better than : 121.43 vs. DFSVX (100.47).
| 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 | -13.105 | -9.639 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 477M | 2,935% |
| Annual Yield % from dividends | 1.65 | 1.82 | 91% |
| Returns for 1 year | -4.92 | -5.29 | 93% |
| Returns for 3 years | 6.19 | 10.70 | 58% |
| Returns for 5 years | 100.47 | 121.43 | 83% |
| Returns for 10 years | 22.30 | 44.18 | 50% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SECT | 50.74 | 0.35 | +0.69% |
| Main Sector Rotation ETF | |||
| ROE | 28.89 | 0.07 | +0.24% |
| Astoria US Equal Weight Quality KingsETF | |||
| PEZ | 85.36 | N/A | N/A |
| Invesco DW Consumer Cyclicals Momt ETF | |||
| BTAL | 20.04 | -0.08 | -0.40% |
| AGF U.S. Market Neutral Anti-Beta | |||
| REW | 11.03 | -0.33 | -2.88% |
| ProShares UltraShort Technology | |||