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DFSVX vs LFSFX
DFSVX vs LFSFX Comparison
Open Charts DFSVX vs LFSFX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Lord Abbett Focused Small Cap Value F
Price$25.56
Change+$0.65 (+2.61%)
VolumeN/A
Net Assets79.48M
DFSVX vs LFSFX Comparison Chart
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DFSVX vs. LFSFX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. LFSFX (79.5M). 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 (1.18) 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 : -8.03 vs. LFSFX (-12.29). DFSVX return over 5 years is better than : 95.08 vs. LFSFX (71.77).
| DFSVX | LFSFX | DFSVX / LFSFX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.18 | 26% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -15.444 | -16.605 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 79.5M | 17,484% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -8.03 | -12.29 | 65% |
| Returns for 3 years | 0.80 | -10.75 | -7% |
| Returns for 5 years | 95.08 | 71.77 | 132% |
| Returns for 10 years | 19.34 | N/A | - |
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