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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$51.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Investor
Price$20.31
Change+$0.27 (+1.35%)
VolumeN/A
CapitalizationN/A
DFSVX vs LVAQX Comparison Chart
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DFSVX vs. LVAQX commentary
Nov 22, 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 Buy and LVAQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. LVAQX (523M). 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 : 27.42 vs. LVAQX (21.82). DFSVX (61.43) and LVAQX (59.85) have equivalent 5 years return.
| 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 | 16.319 | 12.210 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 523M | 3,346% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 27.42 | 21.82 | 126% |
| Returns for 3 years | 10.57 | 20.18 | 52% |
| Returns for 5 years | 61.43 | 59.85 | 103% |
| Returns for 10 years | 48.14 | 69.48 | 69% |
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