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DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
DFA US Small Cap Value I
Price$46.01
Change+$0.40 (+0.88%)
VolumeN/A
Net Assets15.11B
Lord Abbett Focused Small Cap Value R6
Price$27.22
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets86.58M
DFSVX vs LMVWX Comparison Chart
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DFSVX vs. LMVWX commentary
May 15, 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 LMVWX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. LMVWX (86.6M). DFSVX pays higher dividends than LMVWX: DFSVX (1.75) vs LMVWX (0.00). DFSVX was incepted earlier than LMVWX: DFSVX (32 years) vs LMVWX (6 years). LMVWX (1.06) is less costly to investors than DFSVX (0.31). LMVWX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX (0) and LMVWX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.49 vs. LMVWX (-6.90). DFSVX return over 5 years is better than : 124.24 vs. LMVWX (80.88).
| DFSVX | LMVWX | DFSVX / LMVWX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -4.786 | -8.996 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 86.6M | 17,436% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | 0.49 | -6.90 | -7% |
| Returns for 3 years | 17.97 | 3.60 | 499% |
| Returns for 5 years | 124.24 | 80.88 | 154% |
| Returns for 10 years | 34.38 | N/A | - |
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