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DFSVX vs LMVVX
DFSVX vs LMVVX Comparison
Open Charts DFSVX vs LMVVX
DFA US Small Cap Value I
Price$45.93
Change-$0.11 (-0.24%)
VolumeN/A
Net Assets15.34B
Lord Abbett Focused Small Cap Value R5
Price$27.16
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets86.74M
DFSVX vs LMVVX Comparison Chart
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DFSVX vs. LMVVX commentary
Jun 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. LMVVX (86.7M). 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 (1.10) 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 : 2.23 vs. LMVVX (-6.54). DFSVX return over 5 years is better than : 89.96 vs. LMVVX (45.33).
| 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 | -4.952 | -8.555 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 86.7M | 17,647% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 2.23 | -6.54 | -34% |
| Returns for 3 years | 21.40 | 7.94 | 269% |
| Returns for 5 years | 89.96 | 45.33 | 198% |
| Returns for 10 years | 33.89 | N/A | - |
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