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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$51.60
Change-$0.25 (-0.48%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Investor
Price$20.40
Change-$0.11 (-0.54%)
VolumeN/A
CapitalizationN/A
DFSVX vs LVAQX Comparison Chart
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DFSVX vs. LVAQX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.8B vs. LVAQX (518M). 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 : 27.22 vs. LVAQX (22.07). DFSVX (59.09) and LVAQX (57.80) 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 | 16.139 | 12.707 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 518M | 3,436% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 27.22 | 22.07 | 123% |
| Returns for 3 years | 8.63 | 19.50 | 44% |
| Returns for 5 years | 59.09 | 57.80 | 102% |
| Returns for 10 years | 49.88 | 71.23 | 70% |
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