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DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Lord Abbett Focused Small Cap Value A
Price$23.57
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets83.01M
DFSVX vs LFVAX Comparison Chart
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DFSVX vs. LFVAX commentary
May 09, 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 Buy and LFVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. LFVAX (83M). DFSVX pays higher dividends than LFVAX: DFSVX (1.75) vs LFVAX (0.00). DFSVX was incepted earlier than LFVAX: DFSVX (32 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 : -3.50 vs. LFVAX (-10.72). DFSVX return over 5 years is better than : 92.33 vs. LFVAX (52.46).
| DFSVX | LFVAX | DFSVX / LFVAX | |
| Total Expense Ratio | 0.31 | 1.28 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -9.256 | -12.903 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 83M | 17,108% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -3.50 | -10.72 | 33% |
| Returns for 3 years | 13.02 | -2.48 | -526% |
| Returns for 5 years | 92.33 | 52.46 | 176% |
| Returns for 10 years | 28.50 | -22.67 | -126% |
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