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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
LSV Small Cap Value Investor
Price$19.32
Change+$0.12 (+0.62%)
VolumeN/A
CapitalizationN/A
DFSVX vs LVAQX Comparison Chart
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DFSVX vs. LVAQX commentary
Dec 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. LVAQX (515M). 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 : 9.07 vs. LVAQX (3.90). DFSVX (46.34) and LVAQX (44.38) 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 | 11 years | - |
| Gain YTD | 8.855 | 6.740 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 515M | 3,165% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 9.07 | 3.90 | 233% |
| Returns for 3 years | 18.23 | 18.99 | 96% |
| Returns for 5 years | 46.34 | 44.38 | 104% |
| Returns for 10 years | 45.16 | 65.96 | 68% |
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