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DFSVX vs LFVCX
DFSVX vs LFVCX Comparison
Open Charts DFSVX vs LFVCX
DFA US Small Cap Value I
Price$48.90
Change+$0.84 (+1.75%)
VolumeN/A
Net Assets16.16B
Lord Abbett Focused Small Cap Value C
Price$28.09
Change+$0.32 (+1.15%)
VolumeN/A
Net Assets99.25M
DFSVX vs LFVCX Comparison Chart
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DFSVX vs. LFVCX commentary
Jan 15, 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 LFVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. LFVCX (99.3M). DFSVX pays higher dividends than LFVCX: DFSVX (1.44) vs LFVCX (0.00). DFSVX was incepted earlier than LFVCX: DFSVX (32 years) vs LFVCX (6 years). LFVCX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (25.00). 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 : 14.17 vs. LFVCX (5.48). DFSVX return over 5 years is better than : 48.11 vs. LFVCX (13.27).
| DFSVX | LFVCX | DFSVX / LFVCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.804 | -0.882 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 99.3M | 16,314% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 14.17 | 5.48 | 258% |
| Returns for 3 years | 12.21 | -10.14 | -120% |
| Returns for 5 years | 48.11 | 13.27 | 363% |
| Returns for 10 years | 53.33 | N/A | - |
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