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DFSVX vs LFSFX
DFSVX vs LFSFX Comparison
Open Charts DFSVX vs LFSFX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.03B
Lord Abbett Focused Small Cap Value F
Price$29.14
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets91.14M
DFSVX vs LFSFX Comparison Chart in %
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DFSVX vs. LFSFX 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 LFSFX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. LFSFX (91.1M). DFSVX pays higher dividends than LFSFX: DFSVX (1.67) vs LFSFX (0.00). DFSVX was incepted earlier than LFSFX: DFSVX (32 years) vs LFSFX (6 years). LFSFX (1.20) is less costly to investors than DFSVX (0.31). LFSFX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX (0) and LFSFX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. LFSFX (-7.28). DFSVX return over 5 years is better than : 94.25 vs. LFSFX (49.80).
| DFSVX | LFSFX | DFSVX / LFSFX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.20 | 26% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.901 | -2.779 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 91.1M | 17,563% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 0.60 | -7.28 | -8% |
| Returns for 3 years | 27.09 | 12.43 | 218% |
| Returns for 5 years | 94.25 | 49.80 | 189% |
| Returns for 10 years | 50.73 | N/A | - |
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