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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.34B
LSV Small Cap Value Investor
Price$18.11
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets556.74M
DFSVX vs LVAQX Comparison Chart in %
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DFSVX vs. LVAQX commentary
Jun 30, 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 LVAQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. LVAQX (557M). DFSVX pays higher dividends than LVAQX: DFSVX (1.65) vs LVAQX (1.41). DFSVX was incepted earlier than LVAQX: DFSVX (32 years) vs LVAQX (11 years). LVAQX (1.10) is less costly to investors than DFSVX (0.31). LVAQX is a more actively managed with annual turnover of: 25.00 vs. DFSVX (12.00). 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 : 5.37 vs. LVAQX (3.01). LVAQX return over 5 years is better than : 108.23 vs. DFSVX (102.91).
| DFSVX | LVAQX | DFSVX / LVAQX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -3.342 | -2.477 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 557M | 2,747% |
| Annual Yield % from dividends | 1.65 | 1.41 | 117% |
| Returns for 1 year | 5.37 | 3.01 | 179% |
| Returns for 3 years | 25.31 | 25.12 | 101% |
| Returns for 5 years | 102.91 | 108.23 | 95% |
| Returns for 10 years | 37.61 | 56.30 | 67% |
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