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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
LSV Small Cap Value Investor
Price$19.70
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets621.86M
DFSVX vs LVAQX Comparison Chart in %
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DFSVX vs. LVAQX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. LVAQX (622M). DFSVX pays higher dividends than LVAQX: DFSVX (1.64) vs LVAQX (1.35). DFSVX was incepted earlier than LVAQX: DFSVX (33 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 : 7.49 vs. LVAQX (3.35). LVAQX return over 5 years is better than : 96.78 vs. DFSVX (90.25).
| DFSVX | LVAQX | DFSVX / LVAQX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 6.120 | 6.354 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 622M | 2,669% |
| Annual Yield % from dividends | 1.64 | 1.35 | 122% |
| Returns for 1 year | 7.49 | 3.35 | 224% |
| Returns for 3 years | 27.42 | 26.36 | 104% |
| Returns for 5 years | 90.25 | 96.78 | 93% |
| Returns for 10 years | 63.42 | 81.85 | 77% |
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