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DFSVX vs LSVQX
DFSVX vs LSVQX Comparison
Open Charts DFSVX vs LSVQX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
LSV Small Cap Value Institutional
Price$18.98
Change-$0.18 (-0.94%)
VolumeN/A
Net Assets600.89M
DFSVX vs LSVQX Comparison Chart in %
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DFSVX vs. LSVQX 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 DFSVX is a StrongBuy and LSVQX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LSVQX (601M). LSVQX pays higher dividends than DFSVX: LSVQX (1.75) vs DFSVX (1.64). 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 : 5.62 vs. LSVQX (2.46). LSVQX return over 5 years is better than : 89.51 vs. DFSVX (80.15).
| 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 | 1.483 | 2.208 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 601M | 2,679% |
| Annual Yield % from dividends | 1.64 | 1.75 | 94% |
| Returns for 1 year | 5.62 | 2.46 | 228% |
| Returns for 3 years | 16.09 | 15.81 | 102% |
| Returns for 5 years | 80.15 | 89.51 | 90% |
| Returns for 10 years | 50.63 | 71.23 | 71% |
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