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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
LSV Small Cap Value Institutional
Price$18.86
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets584.79M
DFSVX vs LSVQX Comparison Chart in %
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DFSVX vs. LSVQX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. LSVQX (585M). 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 : 0.60 vs. LSVQX (-2.13). LSVQX return over 5 years is better than : 104.80 vs. DFSVX (94.25).
| 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 | 0.901 | 1.562 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 585M | 2,735% |
| Annual Yield % from dividends | 1.67 | 1.77 | 94% |
| Returns for 1 year | 0.60 | -2.13 | -28% |
| Returns for 3 years | 27.09 | 26.32 | 103% |
| Returns for 5 years | 94.25 | 104.80 | 90% |
| Returns for 10 years | 50.73 | 71.59 | 71% |
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