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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
LSV Small Cap Value Investor
Price$17.74
Change+$0.23 (+1.31%)
VolumeN/A
Net Assets527.09M
DFSVX vs LVAQX Comparison Chart
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DFSVX vs. LVAQX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. LVAQX (527M). DFSVX pays higher dividends than LVAQX: DFSVX (1.65) vs LVAQX (1.41). 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 : 0.94 vs. LVAQX (-1.62). LVAQX (70.05) and DFSVX (68.62) have equivalent 5 years return.
| 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 | -6.110 | -5.708 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 527M | 2,808% |
| Annual Yield % from dividends | 1.65 | 1.41 | 117% |
| Returns for 1 year | 0.94 | -1.62 | -58% |
| Returns for 3 years | 7.43 | 7.87 | 94% |
| Returns for 5 years | 68.62 | 70.05 | 98% |
| Returns for 10 years | 33.33 | 50.78 | 66% |
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