DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
LSVQX
Price
$18.88
Change
+$0.10 (+0.53%)
Updated
Jul 3 closing price
Net Assets
582.02M
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DFSVX vs LSVQX

Header iconDFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQXBanner chart's image
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.

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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).
DFSVXLSVQXDFSVX / LSVQX
Total Expense Ratio0.310.8536%
Annual Report Gross Expense Ratio0.310.8536%
Fund Existence32 years12 years-
Gain YTD1.0671.66964%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B582M2,766%
Annual Yield % from dividends1.671.7794%
Returns for 1 year9.456.86138%
Returns for 3 years32.8432.24102%
Returns for 5 years105.30112.6393%
Returns for 10 years45.1067.3767%
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