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DFSVX vs LMVVX
DFSVX vs LMVVX Comparison
Open Charts DFSVX vs LMVVX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Lord Abbett Focused Small Cap Value R5
Price$29.71
Change-$1.16 (-3.76%)
VolumeN/A
CapitalizationN/A
DFSVX vs LMVVX Comparison Chart
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DFSVX vs. LMVVX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. LMVVX (106M). DFSVX pays higher dividends than LMVVX: DFSVX (1.44) vs LMVVX (0.23). DFSVX was incepted earlier than LMVVX: DFSVX (32 years) vs LMVVX (5 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 : 15.68 vs. LMVVX (10.21). DFSVX return over 5 years is better than : 52.30 vs. LMVVX (25.01).
| DFSVX | LMVVX | DFSVX / LMVVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 13.283 | 8.126 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 106M | 15,943% |
| Annual Yield % from dividends | 1.44 | 0.23 | 618% |
| Returns for 1 year | 15.68 | 10.21 | 154% |
| Returns for 3 years | 24.57 | 5.60 | 439% |
| Returns for 5 years | 52.30 | 25.01 | 209% |
| Returns for 10 years | 52.91 | N/A | - |
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