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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$39.73
Change-$1.73 (-4.17%)
VolumeN/A
Net Assets13.19B
LSV Small Cap Value Institutional
Price$16.00
Change-$0.70 (-4.19%)
VolumeN/A
Net Assets450.09M
DFSVX vs LSVQX Comparison Chart
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DFSVX vs. LSVQX commentary
Apr 07, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.2B vs. LSVQX (450M). 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). LSVQX annual gain was more profitable for investors over the last year : -10.73 vs. DFSVX (-11.80). LSVQX return over 5 years is better than : 144.90 vs. DFSVX (118.66).
| 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 | -17.782 | -13.840 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 450M | 2,933% |
| Annual Yield % from dividends | 1.65 | 1.82 | 91% |
| Returns for 1 year | -11.80 | -10.73 | 110% |
| Returns for 3 years | -3.00 | 1.38 | -218% |
| Returns for 5 years | 118.66 | 144.90 | 82% |
| Returns for 10 years | 16.40 | 37.98 | 43% |
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