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DFSVX vs LMVOX
DFSVX vs LMVOX Comparison
Open Charts DFSVX vs LMVOX
DFA US Small Cap Value I
Price$44.18
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets14.59B
Lord Abbett Focused Small Cap Value F3
Price$26.30
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets84.01M
DFSVX vs LMVOX Comparison Chart
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DFSVX vs. LMVOX commentary
May 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. LMVOX (84M). DFSVX pays higher dividends than LMVOX: DFSVX (1.75) vs LMVOX (0.00). DFSVX was incepted earlier than LMVOX: DFSVX (32 years) vs LMVOX (6 years). LMVOX (1.06) 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 : -3.63 vs. LMVOX (-10.45). DFSVX return over 5 years is better than : 94.99 vs. LMVOX (56.22).
| DFSVX | LMVOX | DFSVX / LMVOX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -8.573 | -11.648 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 84M | 17,381% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -3.63 | -10.45 | 35% |
| Returns for 3 years | 12.64 | 0.05 | 25,580% |
| Returns for 5 years | 94.99 | 56.22 | 169% |
| Returns for 10 years | 28.61 | N/A | - |
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