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DFSVX vs LMVOX
DFSVX vs LMVOX Comparison
Open Charts DFSVX vs LMVOX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Lord Abbett Focused Small Cap Value F3
Price$32.68
Change-$0.27 (-0.82%)
VolumeN/A
CapitalizationN/A
DFSVX vs LMVOX Comparison Chart
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DFSVX vs. LMVOX commentary
Nov 18, 2024
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 LMVOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. LMVOX (107M). DFSVX pays higher dividends than LMVOX: DFSVX (1.44) vs LMVOX (0.24). DFSVX was incepted earlier than LMVOX: DFSVX (32 years) vs LMVOX (5 years). LMVOX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (25.00). DFSVX (0) and LMVOX (0) have matching initial minimum investment requirements. LMVOX annual gain was more profitable for investors over the last year : 28.61 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. LMVOX (16.61).
| DFSVX | LMVOX | DFSVX / LMVOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 14.541 | 14.146 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 107M | 16,262% |
| Annual Yield % from dividends | 1.44 | 0.24 | 594% |
| Returns for 1 year | 26.86 | 28.61 | 94% |
| Returns for 3 years | 7.13 | -5.88 | -121% |
| Returns for 5 years | 56.90 | 16.61 | 343% |
| Returns for 10 years | 48.27 | N/A | - |
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