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DFSVX vs LFSFX
DFSVX vs LFSFX Comparison
Open Charts DFSVX vs LFSFX
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Lord Abbett Focused Small Cap Value F
Price$27.14
Change+$0.34 (+1.27%)
VolumeN/A
Net Assets85.38M
DFSVX vs LFSFX Comparison Chart
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DFSVX vs. LFSFX commentary
Jun 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 LFSFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. LFSFX (85.4M). DFSVX pays higher dividends than LFSFX: DFSVX (1.65) 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 : 0.94 vs. LFSFX (-8.06). DFSVX return over 5 years is better than : 68.62 vs. LFSFX (28.82).
| 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 | -6.110 | -10.278 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 85.4M | 17,330% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 0.94 | -8.06 | -12% |
| Returns for 3 years | 7.43 | -5.13 | -145% |
| Returns for 5 years | 68.62 | 28.82 | 238% |
| Returns for 10 years | 33.33 | N/A | - |
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