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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$47.90
Change-$0.28 (-0.58%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Institutional
Price$19.27
Change-$0.06 (-0.31%)
VolumeN/A
CapitalizationN/A
DFSVX vs LSVQX Comparison Chart
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DFSVX vs. LSVQX commentary
Dec 20, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. LSVQX (512M). 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 : 9.94 vs. LSVQX (4.92). DFSVX (45.46) and LSVQX (45.34) 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 | 8.200 | 6.288 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 512M | 3,184% |
| Annual Yield % from dividends | 1.44 | 1.62 | 89% |
| Returns for 1 year | 9.94 | 4.92 | 202% |
| Returns for 3 years | 21.17 | 22.30 | 95% |
| Returns for 5 years | 45.46 | 45.34 | 100% |
| Returns for 10 years | 45.33 | 70.14 | 65% |
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