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DFSVX vs LMVOX
DFSVX vs LMVOX Comparison
Open Charts DFSVX vs LMVOX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
Lord Abbett Focused Small Cap Value F3
Price$24.21
Change+$0.26 (+1.09%)
VolumeN/A
Net Assets76.68M
DFSVX vs LMVOX Comparison Chart
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DFSVX vs. LMVOX commentary
Apr 12, 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 LMVOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. LMVOX (76.7M). DFSVX pays higher dividends than LMVOX: DFSVX (1.65) vs LMVOX (0.00). DFSVX was incepted earlier than LMVOX: DFSVX (32 years) vs LMVOX (6 years). LMVOX (1.03) is less costly to investors than DFSVX (0.31). LMVOX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX (0) and LMVOX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -10.09 vs. LMVOX (-16.14). DFSVX return over 5 years is better than : 81.60 vs. LMVOX (54.37).
| DFSVX | LMVOX | DFSVX / LMVOX | |
| Total Expense Ratio | 0.31 | 0.98 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.03 | 30% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -17.140 | -19.604 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 76.7M | 17,080% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -10.09 | -16.14 | 63% |
| Returns for 3 years | -1.27 | -14.13 | 9% |
| Returns for 5 years | 81.60 | 54.37 | 150% |
| Returns for 10 years | 16.53 | N/A | - |
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