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DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Lord Abbett Focused Small Cap Value R6
Price$29.81
Change-$1.17 (-3.78%)
VolumeN/A
CapitalizationN/A
DFSVX vs LMVWX Comparison Chart
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DFSVX vs. LMVWX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. LMVWX (106M). DFSVX pays higher dividends than LMVWX: DFSVX (1.44) vs LMVWX (0.24). DFSVX was incepted earlier than LMVWX: DFSVX (32 years) vs LMVWX (5 years). LMVWX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (25.00). DFSVX (0) and LMVWX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. LMVWX (10.33). DFSVX return over 5 years is better than : 52.30 vs. LMVWX (25.37).
| DFSVX | LMVWX | DFSVX / LMVWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 13.283 | 8.208 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 106M | 15,943% |
| Annual Yield % from dividends | 1.44 | 0.24 | 595% |
| Returns for 1 year | 15.68 | 10.33 | 152% |
| Returns for 3 years | 24.57 | 5.81 | 423% |
| Returns for 5 years | 52.30 | 25.37 | 206% |
| Returns for 10 years | 52.91 | N/A | - |
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