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DFSVX vs LMVOX
DFSVX vs LMVOX Comparison
Open Charts DFSVX vs LMVOX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Lord Abbett Focused Small Cap Value F3
Price$30.38
Change+$0.18 (+0.60%)
VolumeN/A
Net Assets103.17M
DFSVX vs LMVOX Comparison Chart
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DFSVX vs. LMVOX commentary
Jan 19, 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: 16.8B 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 (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 : 17.38 vs. LMVOX (10.47). DFSVX return over 5 years is better than : 51.83 vs. LMVOX (22.35).
| 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 | 2.948 | 1.981 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 103M | 16,311% |
| Annual Yield % from dividends | 1.44 | 0.24 | 594% |
| Returns for 1 year | 17.38 | 10.47 | 166% |
| Returns for 3 years | 16.94 | -2.45 | -691% |
| Returns for 5 years | 51.83 | 22.35 | 232% |
| Returns for 10 years | 57.77 | N/A | - |
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