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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$41.33
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets13.74B
LSV Small Cap Value Investor
Price$16.53
Change+$0.16 (+0.98%)
VolumeN/A
Net Assets463.92M
DFSVX vs LVAQX Comparison Chart
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DFSVX vs. LVAQX commentary
Apr 25, 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: 13.7B vs. LVAQX (464M). 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 (-8.03) and LVAQX (-8.38) have marching annual gain over last year. LVAQX return over 5 years is better than : 113.58 vs. DFSVX (95.08).
| 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 | -15.444 | -11.847 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 464M | 2,953% |
| Annual Yield % from dividends | 1.65 | 1.40 | 118% |
| Returns for 1 year | -8.03 | -8.38 | 96% |
| Returns for 3 years | 0.80 | 4.41 | 18% |
| Returns for 5 years | 95.08 | 113.58 | 84% |
| Returns for 10 years | 19.34 | 37.45 | 52% |
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