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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
LSV Small Cap Value Institutional
Price$18.88
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets582.02M
DFSVX vs LSVQX Comparison Chart in %
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DFSVX vs. LSVQX commentary
Jul 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 LSVQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LSVQX (582M). LSVQX pays higher dividends than DFSVX: LSVQX (1.77) vs DFSVX (1.67). DFSVX was incepted earlier than LSVQX: DFSVX (32 years) vs LSVQX (12 years). LSVQX (0.85) is less costly to investors than DFSVX (0.31). LSVQX is a more actively managed with annual turnover of: 25.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LSVQX: DFSVX (0) vs LSVQX (100000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. LSVQX (6.86). LSVQX return over 5 years is better than : 112.63 vs. DFSVX (105.30).
| DFSVX | LSVQX | DFSVX / LSVQX | |
| Total Expense Ratio | 0.31 | 0.85 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 0.85 | 36% |
| Fund Existence | 32 years | 12 years | - |
| Gain YTD | 1.067 | 1.669 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 582M | 2,766% |
| Annual Yield % from dividends | 1.67 | 1.77 | 94% |
| Returns for 1 year | 9.45 | 6.86 | 138% |
| Returns for 3 years | 32.84 | 32.24 | 102% |
| Returns for 5 years | 105.30 | 112.63 | 93% |
| Returns for 10 years | 45.10 | 67.37 | 67% |
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