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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$50.48
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets16.74B
LSV Small Cap Value Institutional
Price$19.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets625.23M
DFSVX vs LSVQX Comparison Chart in %
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DFSVX vs. LSVQX commentary
Sep 04, 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: 16.7B vs. LSVQX (625M). LSVQX pays higher dividends than DFSVX: LSVQX (1.63) vs DFSVX (1.52). DFSVX was incepted earlier than LSVQX: DFSVX (33 years) vs LSVQX (13 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 : 8.19 vs. LSVQX (4.26). LSVQX return over 5 years is better than : 100.04 vs. DFSVX (90.96).
| DFSVX | LSVQX | DFSVX / LSVQX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.85 | 36% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 4.977 | 5.816 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 625M | 2,672% |
| Annual Yield % from dividends | 1.52 | 1.63 | 93% |
| Returns for 1 year | 8.19 | 4.26 | 192% |
| Returns for 3 years | 31.50 | 31.53 | 100% |
| Returns for 5 years | 90.96 | 100.04 | 91% |
| Returns for 10 years | 65.42 | 89.65 | 73% |
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