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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Investor
Price$19.42
Change-$0.26 (-1.32%)
VolumeN/A
CapitalizationN/A
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DFSVX vs LVAQX Comparison Chart
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DFSVX vs. LVAQX commentary
Sep 21, 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 StrongBuy and LVAQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LVAQX (480M). DFSVX pays higher dividends than LVAQX: DFSVX (1.44) vs LVAQX (1.35). DFSVX was incepted earlier than LVAQX: DFSVX (32 years) vs LVAQX (10 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. LVAQX (22.00). DFSVX has a lower initial minimum investment than LVAQX: DFSVX (0) vs LVAQX (1000). DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. LVAQX (19.73). LVAQX return over 5 years is better than : 58.75 vs. DFSVX (55.21).
| DFSVX | LVAQX | DFSVX / LVAQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 8.788 | 7.293 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 480M | 3,479% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 22.84 | 19.73 | 116% |
| Returns for 3 years | 17.09 | 27.43 | 62% |
| Returns for 5 years | 55.21 | 58.75 | 94% |
| Returns for 10 years | 44.49 | 72.42 | 61% |
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