DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
LVAQX
Price
$18.85
Change
+$0.10 (+0.53%)
Updated
Jul 3 closing price
Net Assets
582.02M
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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$48.60
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.

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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.
DFSVXLVAQXDFSVX / LVAQX
Total Expense Ratio0.311.1028%
Annual Report Gross Expense Ratio0.311.1028%
Fund Existence32 years11 years-
Gain YTD1.0671.50871%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B582M2,766%
Annual Yield % from dividends1.671.37122%
Returns for 1 year9.456.56144%
Returns for 3 years32.8431.19105%
Returns for 5 years105.30109.7896%
Returns for 10 years45.1062.9372%
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