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DFSVX vs LMVOX
DFSVX vs LMVOX Comparison
Open Charts DFSVX vs LMVOX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Lord Abbett Focused Small Cap Value F3
Price$31.02
Change-$0.28 (-0.89%)
VolumeN/A
CapitalizationN/A
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DFSVX vs LMVOX Comparison Chart
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DFSVX vs. LMVOX commentary
Sep 21, 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 StrongBuy and LMVOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LMVOX (103M). 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. DFSVX annual gain was more profitable for investors over the last year : 22.84 vs. LMVOX (20.61). DFSVX return over 5 years is better than : 55.21 vs. LMVOX (17.67).
| 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 | 8.788 | 8.348 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 103M | 16,214% |
| Annual Yield % from dividends | 1.44 | 0.24 | 594% |
| Returns for 1 year | 22.84 | 20.61 | 111% |
| Returns for 3 years | 17.09 | 3.49 | 490% |
| Returns for 5 years | 55.21 | 17.67 | 312% |
| Returns for 10 years | 44.49 | N/A | - |
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