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DFSVX vs LVAQX
DFSVX vs LVAQX Comparison
Open Charts DFSVX vs LVAQX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
LSV Small Cap Value Investor
Price$17.58
Change-$0.30 (-1.68%)
VolumeN/A
Net Assets543.37M
DFSVX vs LVAQX Comparison Chart
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DFSVX vs. LVAQX commentary
Jun 14, 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 Hold and LVAQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. LVAQX (543M). DFSVX pays higher dividends than LVAQX: DFSVX (1.65) vs LVAQX (1.41). 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 : 1.83 vs. LVAQX (-0.06). LVAQX (90.14) and DFSVX (86.94) have equivalent 5 years return.
| 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 | -6.462 | -5.331 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 543M | 2,799% |
| Annual Yield % from dividends | 1.65 | 1.41 | 117% |
| Returns for 1 year | 1.83 | -0.06 | -2,889% |
| Returns for 3 years | 19.38 | 20.11 | 96% |
| Returns for 5 years | 86.94 | 90.14 | 96% |
| Returns for 10 years | 30.89 | 49.47 | 62% |
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