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DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Lord Abbett Focused Small Cap Value A
Price$28.27
Change-$0.25 (-0.88%)
VolumeN/A
CapitalizationN/A
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DFSVX vs LFVAX Comparison Chart
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DFSVX vs. LFVAX commentary
Sep 21, 2024
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 StrongBuy and LFVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LFVAX (103M). DFSVX pays higher dividends than LFVAX: DFSVX (1.44) vs LFVAX (0.01). DFSVX was incepted earlier than LFVAX: DFSVX (32 years) vs LFVAX (24 years). LFVAX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (25.00). 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 : 22.84 vs. LFVAX (20.27). DFSVX return over 5 years is better than : 55.21 vs. LFVAX (13.78).
| DFSVX | LFVAX | DFSVX / LFVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 8.788 | 8.107 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 103M | 16,214% |
| Annual Yield % from dividends | 1.44 | 0.01 | 10,513% |
| Returns for 1 year | 22.84 | 20.27 | 113% |
| Returns for 3 years | 17.09 | 1.60 | 1,070% |
| Returns for 5 years | 55.21 | 13.78 | 401% |
| Returns for 10 years | 44.49 | -13.98 | -318% |
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