DFSVX
Price
$48.80
Change
-$0.45 (-0.91%)
Updated
Aug 15 closing price
Net Assets
16.08B
LVAQX
Price
$18.95
Change
-$0.17 (-0.89%)
Updated
Aug 15 closing price
Net Assets
600.89M
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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$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
LSV Small Cap Value Investor
Price$18.95
Change-$0.17 (-0.89%)
VolumeN/A
Net Assets600.89M
DFSVX vs LVAQX Comparison Chart in %
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DFSVX vs. LVAQX 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 LVAQX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LVAQX (601M). DFSVX pays higher dividends than LVAQX: DFSVX (1.64) vs LVAQX (1.35). 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 : 5.62 vs. LVAQX (2.22). LVAQX return over 5 years is better than : 87.25 vs. DFSVX (80.15).
DFSVXLVAQXDFSVX / LVAQX
Total Expense Ratio0.311.1028%
Annual Report Gross Expense Ratio0.311.1028%
Fund Existence32 years11 years-
Gain YTD1.4832.04672%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B601M2,679%
Annual Yield % from dividends1.641.35122%
Returns for 1 year5.622.22253%
Returns for 3 years16.0914.98107%
Returns for 5 years80.1587.2592%
Returns for 10 years50.6366.8276%
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