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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
LSV Small Cap Value Investor
Price$18.85
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets582.02M
DFSVX vs LVAQX Comparison Chart in %
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DFSVX vs. LVAQX 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 LVAQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LVAQX (582M). DFSVX pays higher dividends than LVAQX: DFSVX (1.67) vs LVAQX (1.37). DFSVX was incepted earlier than LVAQX: DFSVX (32 years) vs LVAQX (11 years). LVAQX (1.10) is less costly to investors than DFSVX (0.31). LVAQX is a more actively managed with annual turnover of: 25.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LVAQX: DFSVX (0) vs LVAQX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. LVAQX (6.56). LVAQX (109.78) and DFSVX (105.30) have equivalent 5 years return.
| DFSVX | LVAQX | DFSVX / LVAQX | |
| Total Expense Ratio | 0.31 | 1.10 | 28% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 1.067 | 1.508 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 582M | 2,766% |
| Annual Yield % from dividends | 1.67 | 1.37 | 122% |
| Returns for 1 year | 9.45 | 6.56 | 144% |
| Returns for 3 years | 32.84 | 31.19 | 105% |
| Returns for 5 years | 105.30 | 109.78 | 96% |
| Returns for 10 years | 45.10 | 62.93 | 72% |
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