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DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Lord Abbett Focused Small Cap Value A
Price$26.99
Change-$1.05 (-3.74%)
VolumeN/A
CapitalizationN/A
DFSVX vs LFVAX Comparison Chart
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DFSVX vs. LFVAX commentary
Dec 19, 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 Buy and LFVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. LFVAX (106M). DFSVX pays higher dividends than LFVAX: DFSVX (1.44) vs LFVAX (0.01). DFSVX was incepted earlier than LFVAX: DFSVX (32 years) vs LFVAX (25 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 : 15.68 vs. LFVAX (9.32). DFSVX return over 5 years is better than : 52.30 vs. LFVAX (21.93).
| DFSVX | LFVAX | DFSVX / LFVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 13.283 | 7.228 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 106M | 15,943% |
| Annual Yield % from dividends | 1.44 | 0.01 | 10,513% |
| Returns for 1 year | 15.68 | 9.32 | 168% |
| Returns for 3 years | 24.57 | 4.14 | 594% |
| Returns for 5 years | 52.30 | 21.93 | 238% |
| Returns for 10 years | 52.91 | -5.06 | -1,045% |
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