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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$46.95
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets15.5B
LSV Small Cap Value Investor
Price$18.34
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets573.5M
DFSVX vs LVAQX Comparison Chart in %
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DFSVX vs. LVAQX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. LVAQX (573M). DFSVX pays higher dividends than LVAQX: DFSVX (1.64) vs LVAQX (1.35). 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 : 6.11 vs. LVAQX (3.21). LVAQX return over 5 years is better than : 86.24 vs. DFSVX (77.41).
| 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 | -2.364 | -1.023 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 573M | 2,705% |
| Annual Yield % from dividends | 1.64 | 1.35 | 122% |
| Returns for 1 year | 6.11 | 3.21 | 190% |
| Returns for 3 years | 17.54 | 16.73 | 105% |
| Returns for 5 years | 77.41 | 86.24 | 90% |
| Returns for 10 years | 43.95 | 61.43 | 72% |
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