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DFSVX vs LMVVX
DFSVX vs LMVVX Comparison
Open Charts DFSVX vs LMVVX
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 R5
Price$30.28
Change+$0.18 (+0.60%)
VolumeN/A
Net Assets103.17M
DFSVX vs LMVVX Comparison Chart
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DFSVX vs. LMVVX 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 LMVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. LMVVX (103M). DFSVX pays higher dividends than LMVVX: DFSVX (1.44) vs LMVVX (0.23). DFSVX was incepted earlier than LMVVX: DFSVX (32 years) vs LMVVX (6 years). LMVVX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (25.00). DFSVX (0) and LMVVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. LMVVX (10.43). DFSVX return over 5 years is better than : 51.83 vs. LMVVX (21.98).
| DFSVX | LMVVX | DFSVX / LMVVX | |
| 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 | 1.987 | 148% |
| 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 | 0.23 | 618% |
| Returns for 1 year | 17.38 | 10.43 | 167% |
| Returns for 3 years | 16.94 | -2.63 | -645% |
| Returns for 5 years | 51.83 | 21.98 | 236% |
| Returns for 10 years | 57.77 | N/A | - |
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