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DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$46.04
Change-$0.21 (-0.45%)
VolumeN/A
Net Assets15.42B
Lord Abbett Focused Small Cap Value A
Price$24.63
Change-$0.13 (-0.53%)
VolumeN/A
Net Assets87.33M
DFSVX vs LFVAX Comparison Chart
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DFSVX vs. LFVAX commentary
Jun 12, 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 LFVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.4B vs. LFVAX (87.3M). DFSVX pays higher dividends than LFVAX: DFSVX (1.65) vs LFVAX (0.00). DFSVX was incepted earlier than LFVAX: DFSVX (32 years) vs LFVAX (25 years). LFVAX (1.35) is less costly to investors than DFSVX (0.31). LFVAX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LFVAX: DFSVX (0) vs LFVAX (1500). DFSVX annual gain was more profitable for investors over the last year : 4.00 vs. LFVAX (-5.24). DFSVX return over 5 years is better than : 90.42 vs. LFVAX (42.48).
| DFSVX | LFVAX | DFSVX / LFVAX | |
| Total Expense Ratio | 0.31 | 1.28 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -4.724 | -8.194 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.4B | 87.3M | 17,640% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 4.00 | -5.24 | -76% |
| Returns for 3 years | 16.35 | 2.25 | 728% |
| Returns for 5 years | 90.42 | 42.48 | 213% |
| Returns for 10 years | 33.55 | -19.75 | -170% |
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