Interact to see
Advertisement
Advertisement
DFSVX vs LMVOX
DFSVX vs LMVOX Comparison
Open Charts DFSVX vs LMVOX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Lord Abbett Focused Small Cap Value F3
Price$26.73
Change-$0.53 (-1.94%)
VolumeN/A
Net Assets85.08M
DFSVX vs LMVOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LMVOX commentary
Jun 15, 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 Buy and LMVOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. LMVOX (85.1M). 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 (1.06) 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 : 1.83 vs. LMVOX (-5.35). DFSVX return over 5 years is better than : 86.94 vs. LMVOX (45.78).
| 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 | -6.462 | -8.493 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 85.1M | 17,861% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 1.83 | -5.35 | -34% |
| Returns for 3 years | 19.38 | 8.73 | 222% |
| Returns for 5 years | 86.94 | 45.78 | 190% |
| Returns for 10 years | 30.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IHOSX | 22.28 | N/A | N/A |
| Hartford International Opportunities R4 | |||
| PIIJX | 15.27 | N/A | N/A |
| Principal Diversified Intl J | |||
| AVLVX | 14.26 | N/A | N/A |
| Avantis U.S. Large Cap Value Inst | |||
| HFAHX | 15.34 | N/A | N/A |
| Hartford Schroders Intl Cntrrn Val Y | |||
| RNPFX | 67.50 | -0.81 | -1.19% |
| American Funds New Perspective R5 | |||