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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
LSV Small Cap Value Investor
Price$18.44
Change-$0.34 (-1.81%)
VolumeN/A
Net Assets523.53M
DFSVX vs LVAQX Comparison Chart
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DFSVX vs. LVAQX commentary
Feb 23, 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: 15.9B vs. LVAQX (524M). DFSVX pays higher dividends than LVAQX: DFSVX (1.44) vs LVAQX (1.35). DFSVX was incepted earlier than LVAQX: DFSVX (32 years) vs LVAQX (11 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 : 9.32 vs. LVAQX (5.89). DFSVX return over 5 years is better than : 52.23 vs. LVAQX (46.63).
| DFSVX | LVAQX | DFSVX / LVAQX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | -1.546 | -0.700 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 524M | 3,034% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 9.32 | 5.89 | 158% |
| Returns for 3 years | 17.14 | 15.43 | 111% |
| Returns for 5 years | 52.23 | 46.63 | 112% |
| Returns for 10 years | 41.91 | 58.79 | 71% |
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