DFSVX
Price
$48.52
Change
+$0.23 (+0.48%)
Updated
Jul 25 closing price
Net Assets
16.01B
LVAQX
Price
$18.83
Change
+$0.06 (+0.32%)
Updated
Jul 25 closing price
Net Assets
584.79M
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DFSVX vs LVAQX

Header iconDFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQXBanner chart's image
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
LSV Small Cap Value Investor
Price$18.83
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets584.79M
DFSVX vs LVAQX Comparison Chart in %
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DFSVX vs. LVAQX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. LVAQX (585M). 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 : 0.60 vs. LVAQX (-2.38). LVAQX return over 5 years is better than : 102.23 vs. DFSVX (94.25).
DFSVXLVAQXDFSVX / LVAQX
Total Expense Ratio0.311.1028%
Annual Report Gross Expense Ratio0.311.1028%
Fund Existence32 years11 years-
Gain YTD0.9011.40064%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16B585M2,735%
Annual Yield % from dividends1.671.37122%
Returns for 1 year0.60-2.38-25%
Returns for 3 years27.0925.38107%
Returns for 5 years94.25102.2392%
Returns for 10 years50.7367.1876%
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