Interact to see
Advertisement
Advertisement
DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
DFA US Small Cap Value I
Price$51.03
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets16.62B
Lord Abbett Focused Small Cap Value R6
Price$29.91
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets92.33M
DFSVX vs LMVWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LMVWX commentary
Aug 29, 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: 16.6B vs. LMVWX (92.3M). DFSVX pays higher dividends than LMVWX: DFSVX (1.64) vs LMVWX (0.00). DFSVX was incepted earlier than LMVWX: DFSVX (33 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 : 7.49 vs. LMVWX (-3.73). DFSVX return over 5 years is better than : 90.25 vs. LMVWX (43.18).
| DFSVX | LMVWX | DFSVX / LMVWX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 33 years | 6 years | - |
| Gain YTD | 6.120 | 0.638 | 960% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 92.3M | 17,985% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 7.49 | -3.73 | -201% |
| Returns for 3 years | 27.42 | 13.15 | 209% |
| Returns for 5 years | 90.25 | 43.18 | 209% |
| Returns for 10 years | 63.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CEFD | 19.70 | 0.10 | +0.50% |
| ETRACS Monthly Pay 1.5X Lvgd CE Fd ETN | |||
| CGV | 14.40 | 0.05 | +0.35% |
| Conductor Global Equity Value ETF | |||
| EMLP | 37.96 | 0.01 | +0.03% |
| First Trust North Amer Engy InfrasETF | |||
| AFSC | 30.14 | N/A | N/A |
| abrdn Focused U.S. Small Cap Active ETF | |||
| BSJS | 22.09 | -0.01 | -0.05% |
| Invesco BulletShares 2028 HY Corp Bd ETF | |||