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DFSVX vs LMVOX
DFSVX vs LMVOX Comparison
Open Charts DFSVX vs LMVOX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Lord Abbett Focused Small Cap Value F3
Price$28.78
Change-$0.83 (-2.80%)
VolumeN/A
Net Assets95.7M
DFSVX vs LMVOX Comparison Chart
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DFSVX vs. LMVOX commentary
Feb 23, 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: 15.9B vs. LMVOX (95.7M). DFSVX pays higher dividends than LMVOX: DFSVX (1.44) vs LMVOX (0.24). DFSVX was incepted earlier than LMVOX: DFSVX (32 years) vs LMVOX (6 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. DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. LMVOX (0.95). DFSVX return over 5 years is better than : 52.23 vs. LMVOX (19.50).
| DFSVX | LMVOX | DFSVX / LMVOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -1.546 | -3.390 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 95.7M | 16,614% |
| Annual Yield % from dividends | 1.44 | 0.24 | 594% |
| Returns for 1 year | 9.32 | 0.95 | 984% |
| Returns for 3 years | 17.14 | -0.59 | -2,925% |
| Returns for 5 years | 52.23 | 19.50 | 268% |
| Returns for 10 years | 41.91 | N/A | - |
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