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DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
DFA US Small Cap Value I
Price$41.33
Change+$0.47 (+1.15%)
VolumeN/A
Net Assets13.74B
Lord Abbett Focused Small Cap Value R6
Price$24.86
Change+$0.34 (+1.39%)
VolumeN/A
Net Assets78.39M
DFSVX vs LMVWX Comparison Chart
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DFSVX vs. LMVWX commentary
Apr 24, 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: 13.7B vs. LMVWX (78.4M). DFSVX pays higher dividends than LMVWX: DFSVX (1.65) vs LMVWX (0.00). DFSVX was incepted earlier than LMVWX: DFSVX (32 years) vs LMVWX (6 years). LMVWX (1.03) 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 : -8.03 vs. LMVWX (-13.05). DFSVX return over 5 years is better than : 95.08 vs. LMVWX (69.45).
| DFSVX | LMVWX | DFSVX / LMVWX | |
| Total Expense Ratio | 0.31 | 0.98 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.03 | 30% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | -15.444 | -17.691 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.7B | 78.4M | 17,474% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -8.03 | -13.05 | 62% |
| Returns for 3 years | 0.80 | -11.59 | -7% |
| Returns for 5 years | 95.08 | 69.45 | 137% |
| Returns for 10 years | 19.34 | N/A | - |
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