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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
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.
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).
| 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 | 0.901 | 1.400 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 585M | 2,735% |
| Annual Yield % from dividends | 1.67 | 1.37 | 122% |
| Returns for 1 year | 0.60 | -2.38 | -25% |
| Returns for 3 years | 27.09 | 25.38 | 107% |
| Returns for 5 years | 94.25 | 102.23 | 92% |
| Returns for 10 years | 50.73 | 67.18 | 76% |
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