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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
LSV Small Cap Value Investor
Price$16.69
Change-$1.24 (-6.92%)
VolumeN/A
Net Assets504.65M
DFSVX vs LVAQX Comparison Chart
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DFSVX vs. LVAQX commentary
Apr 04, 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 LVAQX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. LVAQX (505M). DFSVX pays higher dividends than LVAQX: DFSVX (1.65) vs LVAQX (1.40). 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 : -0.75 vs. LVAQX (-1.12). LVAQX return over 5 years is better than : 171.11 vs. DFSVX (148.44).
| 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 | -6.586 | -3.446 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 505M | 2,970% |
| Annual Yield % from dividends | 1.65 | 1.40 | 118% |
| Returns for 1 year | -0.75 | -1.12 | 67% |
| Returns for 3 years | 7.99 | 10.65 | 75% |
| Returns for 5 years | 148.44 | 171.11 | 87% |
| Returns for 10 years | 31.44 | 49.56 | 63% |
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