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DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$50.18
Change-$0.66 (-1.30%)
VolumeN/A
Net Assets16.53B
Lord Abbett Focused Small Cap Value A
Price$26.19
Change-$0.31 (-1.17%)
VolumeN/A
Net Assets88.67M
DFSVX vs LFVAX Comparison Chart in %
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DFSVX vs. LFVAX commentary
Oct 08, 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 Hold and LFVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. LFVAX (88.7M). DFSVX pays higher dividends than LFVAX: DFSVX (1.66) vs LFVAX (0.00). DFSVX was incepted earlier than LFVAX: DFSVX (33 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 : 6.58 vs. LFVAX (-5.63). DFSVX return over 5 years is better than : 84.66 vs. LFVAX (34.47).
| DFSVX | LFVAX | DFSVX / LFVAX | |
| Total Expense Ratio | 0.31 | 1.28 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 4.858 | -1.743 | -279% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 88.7M | 18,602% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | 6.58 | -5.63 | -117% |
| Returns for 3 years | 37.50 | 19.66 | 191% |
| Returns for 5 years | 84.66 | 34.47 | 246% |
| Returns for 10 years | 58.69 | -14.70 | -399% |