Ad is loading...
DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$39.73
Change-$1.73 (-4.17%)
VolumeN/A
Net Assets13.19B
Lord Abbett Focused Small Cap Value A
Price$21.73
Change-$1.15 (-5.03%)
VolumeN/A
Net Assets77.47M
DFSVX vs LFVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LFVAX commentary
Apr 07, 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: 13.2B vs. LFVAX (77.5M). 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 (1.33) 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 : -11.80 vs. LFVAX (-17.35). DFSVX return over 5 years is better than : 118.66 vs. LFVAX (87.20).
| DFSVX | LFVAX | DFSVX / LFVAX | |
| Total Expense Ratio | 0.31 | 1.28 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.33 | 23% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -17.782 | -19.429 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 77.5M | 17,032% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -11.80 | -17.35 | 68% |
| Returns for 3 years | -3.00 | -17.05 | 18% |
| Returns for 5 years | 118.66 | 87.20 | 136% |
| Returns for 10 years | 16.40 | -30.21 | -54% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| USDCHF | 0.86 | 0.00 | +0.14% |
| United States Dollar - Switzerland Franc | |||
| CHFCAD | 1.65 | N/A | N/A |
| Switzerland Franc - Canadian Dollar | |||
| HKDNZD | 0.23 | N/A | N/A |
| Hong Kong Dollar - New Zealand Dollar | |||
| EURNZD | 1.96 | -0.00 | -0.01% |
| Euro - New Zealand Dollar | |||
| ASMOX | 15.81 | -0.78 | -4.70% |
| AQR Small Cap Momentum Style I | |||