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DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
DFA US Small Cap Value I
Price$47.81
Change-$0.22 (-0.46%)
VolumeN/A
Net Assets15.82B
Lord Abbett Focused Small Cap Value R6
Price$28.92
Change-$0.18 (-0.62%)
VolumeN/A
Net Assets91.49M
DFSVX vs LMVWX Comparison Chart in %
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DFSVX vs. LMVWX commentary
Jul 21, 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 Hold and LMVWX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.8B vs. LMVWX (91.5M). DFSVX pays higher dividends than LMVWX: DFSVX (1.67) 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 : 0.39 vs. LMVWX (-6.62). DFSVX return over 5 years is better than : 94.20 vs. LMVWX (50.57).
| 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 | -0.576 | -2.920 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 91.5M | 17,268% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 0.39 | -6.62 | -6% |
| Returns for 3 years | 26.44 | 14.08 | 188% |
| Returns for 5 years | 94.20 | 50.57 | 186% |
| Returns for 10 years | 44.66 | N/A | - |
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