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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
LSV Small Cap Value Investor
Price$19.86
Change+$0.25 (+1.27%)
VolumeN/A
Net Assets631.36M
DFSVX vs LVAQX Comparison Chart in %
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DFSVX vs. LVAQX 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 LVAQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. LVAQX (631M). DFSVX pays higher dividends than LVAQX: DFSVX (1.52) vs LVAQX (1.26). DFSVX was incepted earlier than LVAQX: DFSVX (33 years) vs LVAQX (11 years). LVAQX (1.08) 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 : 11.40 vs. LVAQX (6.67). LVAQX return over 5 years is better than : 100.02 vs. DFSVX (94.21).
| DFSVX | LVAQX | DFSVX / LVAQX | |
| Total Expense Ratio | 0.31 | 1.08 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.08 | 29% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 6.765 | 7.001 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 631M | 2,662% |
| Annual Yield % from dividends | 1.52 | 1.26 | 121% |
| Returns for 1 year | 11.40 | 6.67 | 171% |
| Returns for 3 years | 35.36 | 34.01 | 104% |
| Returns for 5 years | 94.21 | 100.02 | 94% |
| Returns for 10 years | 64.86 | 84.14 | 77% |
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