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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$48.03
Change+$0.59 (+1.24%)
VolumeN/A
Net Assets15.7B
LSV Small Cap Value Institutional
Price$18.79
Change+$0.19 (+1.02%)
VolumeN/A
Net Assets575.49M
DFSVX vs LSVQX Comparison Chart in %
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DFSVX vs. LSVQX commentary
Jul 18, 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: 15.7B vs. LSVQX (575M). LSVQX pays higher dividends than DFSVX: LSVQX (1.77) vs DFSVX (1.67). 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 : -0.60 vs. LSVQX (-3.38). LSVQX return over 5 years is better than : 104.83 vs. DFSVX (95.10).
| 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 | -0.118 | 0.162 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 575M | 2,730% |
| Annual Yield % from dividends | 1.67 | 1.77 | 94% |
| Returns for 1 year | -0.60 | -3.38 | 18% |
| Returns for 3 years | 31.39 | 29.76 | 105% |
| Returns for 5 years | 95.10 | 104.83 | 91% |
| Returns for 10 years | 44.79 | 64.64 | 69% |
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