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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
LSV Small Cap Value Institutional
Price$19.90
Change+$0.25 (+1.27%)
VolumeN/A
Net Assets631.36M
DFSVX vs LSVQX Comparison Chart in %
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DFSVX vs. LSVQX commentary
Sep 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 LSVQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. LSVQX (631M). LSVQX pays higher dividends than DFSVX: LSVQX (1.63) vs DFSVX (1.52). DFSVX was incepted earlier than LSVQX: DFSVX (33 years) vs LSVQX (13 years). LSVQX (0.83) 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 : 11.40 vs. LSVQX (6.97). LSVQX return over 5 years is better than : 102.69 vs. DFSVX (94.21).
| DFSVX | LSVQX | DFSVX / LSVQX | |
| Total Expense Ratio | 0.31 | 0.83 | 37% |
| Annual Report Gross Expense Ratio | 0.31 | 0.83 | 37% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 6.765 | 7.216 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 631M | 2,662% |
| Annual Yield % from dividends | 1.52 | 1.63 | 93% |
| Returns for 1 year | 11.40 | 6.97 | 163% |
| Returns for 3 years | 35.36 | 35.06 | 101% |
| Returns for 5 years | 94.21 | 102.69 | 92% |
| Returns for 10 years | 64.86 | 89.06 | 73% |
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