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DFFVX vs LVAQX
DFFVX vs LVAQX Comparison
Open Charts DFFVX vs LVAQX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
LSV Small Cap Value Investor
Price$18.95
Change-$0.17 (-0.89%)
VolumeN/A
Net Assets600.89M
DFFVX vs LVAQX Comparison Chart in %
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DFFVX vs. LVAQX commentary
Aug 18, 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 DFFVX is a Hold and LVAQX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. LVAQX (601M). DFFVX pays higher dividends than LVAQX: DFFVX (1.62) vs LVAQX (1.35). DFFVX was incepted earlier than LVAQX: DFFVX (26 years) vs LVAQX (11 years). LVAQX (1.10) is less costly to investors than DFFVX (0.30). LVAQX is a more actively managed with annual turnover of: 25.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than LVAQX: DFFVX (0) vs LVAQX (1000). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. LVAQX (2.22). DFFVX (91.20) and LVAQX (87.25) have equivalent 5 years return.
| DFFVX | LVAQX | DFFVX / LVAQX | |
| Total Expense Ratio | 0.29 | 1.10 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.10 | 27% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 2.742 | 2.046 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 601M | 2,213% |
| Annual Yield % from dividends | 1.62 | 1.35 | 120% |
| Returns for 1 year | 8.01 | 2.22 | 361% |
| Returns for 3 years | 20.63 | 14.98 | 138% |
| Returns for 5 years | 91.20 | 87.25 | 105% |
| Returns for 10 years | 66.57 | 66.82 | 100% |
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