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DFSVX vs LMVVX
DFSVX vs LMVVX Comparison
Open Charts DFSVX vs LMVVX
DFA US Small Cap Value I
Price$47.02
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets15.54B
Lord Abbett Focused Small Cap Value R5
Price$27.98
Change-$0.40 (-1.41%)
VolumeN/A
Net Assets89.43M
DFSVX vs LMVVX Comparison Chart in %
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DFSVX vs. LMVVX commentary
Aug 07, 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 LMVVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. LMVVX (89.4M). DFSVX pays higher dividends than LMVVX: DFSVX (1.64) vs LMVVX (0.00). DFSVX was incepted earlier than LMVVX: DFSVX (32 years) vs LMVVX (6 years). LMVVX (1.10) 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 : 5.03 vs. LMVVX (-3.30). DFSVX return over 5 years is better than : 77.68 vs. LMVVX (38.96).
| DFSVX | LMVVX | DFSVX / LMVVX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -2.219 | -4.412 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 89.4M | 17,338% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 5.03 | -3.30 | -152% |
| Returns for 3 years | 18.40 | 7.06 | 261% |
| Returns for 5 years | 77.68 | 38.96 | 199% |
| Returns for 10 years | 47.02 | N/A | - |
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