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DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Lord Abbett Focused Small Cap Value A
Price$27.50
Change+$0.17 (+0.62%)
VolumeN/A
Net Assets103.17M
DFSVX vs LFVAX Comparison Chart
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DFSVX vs. LFVAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B 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 (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 : 17.38 vs. LFVAX (9.52). DFSVX return over 5 years is better than : 51.83 vs. LFVAX (19.01).
| 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 | 2.948 | 1.965 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 103M | 16,311% |
| Annual Yield % from dividends | 1.44 | 0.01 | 10,513% |
| Returns for 1 year | 17.38 | 9.52 | 183% |
| Returns for 3 years | 16.94 | -3.97 | -427% |
| Returns for 5 years | 51.83 | 19.01 | 273% |
| Returns for 10 years | 57.77 | -3.86 | -1,495% |
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