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DFSVX vs LMVVX
DFSVX vs LMVVX Comparison
Open Charts DFSVX vs LMVVX
DFA US Small Cap Value I
Price$39.56
Change-$2.12 (-5.09%)
VolumeN/A
Net Assets13.84B
Lord Abbett Focused Small Cap Value R5
Price$23.86
Change-$1.18 (-4.71%)
VolumeN/A
Net Assets80.63M
DFSVX vs LMVVX Comparison Chart
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DFSVX vs. LMVVX commentary
Apr 11, 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 LMVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.8B vs. LMVVX (80.6M). DFSVX pays higher dividends than LMVVX: DFSVX (1.65) vs LMVVX (0.00). DFSVX was incepted earlier than LMVVX: DFSVX (32 years) vs LMVVX (6 years). LMVVX (1.08) is less costly to investors than DFSVX (0.31). LMVVX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX (0) and LMVVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -10.91 vs. LMVVX (-12.23). DFSVX return over 5 years is better than : 79.42 vs. LMVVX (61.48).
| DFSVX | LMVVX | DFSVX / LMVVX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.08 | 29% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -18.134 | -15.662 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 80.6M | 17,122% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -10.91 | -12.23 | 89% |
| Returns for 3 years | -2.01 | -9.75 | 21% |
| Returns for 5 years | 79.42 | 61.48 | 129% |
| Returns for 10 years | 15.10 | N/A | - |
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