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DFSVX vs LFVCX
DFSVX vs LFVCX Comparison
Open Charts DFSVX vs LFVCX
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
Lord Abbett Focused Small Cap Value C
Price$24.18
Change+$0.61 (+2.59%)
VolumeN/A
Net Assets79.48M
DFSVX vs LFVCX Comparison Chart
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DFSVX vs. LFVCX commentary
Apr 25, 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 LFVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. LFVCX (79.5M). DFSVX pays higher dividends than LFVCX: DFSVX (1.65) vs LFVCX (0.00). DFSVX was incepted earlier than LFVCX: DFSVX (32 years) vs LFVCX (6 years). LFVCX (2.08) is less costly to investors than DFSVX (0.31). LFVCX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LFVCX: DFSVX (0) vs LFVCX (1500). DFSVX annual gain was more profitable for investors over the last year : -5.06 vs. LFVCX (-13.41). DFSVX return over 5 years is better than : 101.19 vs. LFVCX (63.91).
| DFSVX | LFVCX | DFSVX / LFVCX | |
| Total Expense Ratio | 0.31 | 2.03 | 15% |
| Annual Report Gross Expense Ratio | 0.31 | 2.08 | 15% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -12.795 | -16.831 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 79.5M | 17,484% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -5.06 | -13.41 | 38% |
| Returns for 3 years | 3.93 | -13.31 | -30% |
| Returns for 5 years | 101.19 | 63.91 | 158% |
| Returns for 10 years | 23.87 | N/A | - |
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