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DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
Lord Abbett Focused Small Cap Value R6
Price$30.54
Change+$0.26 (+0.86%)
VolumeN/A
Net Assets102.3M
DFSVX vs LMVWX Comparison Chart
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DFSVX vs. LMVWX commentary
Jan 31, 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 StrongBuy and LMVWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. LMVWX (102M). DFSVX pays higher dividends than LMVWX: DFSVX (1.44) vs LMVWX (0.24). DFSVX was incepted earlier than LMVWX: DFSVX (32 years) vs LMVWX (6 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 : 17.34 vs. LMVWX (8.14). DFSVX return over 5 years is better than : 64.95 vs. LMVWX (28.87).
| DFSVX | LMVWX | DFSVX / LMVWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 4.082 | 1.645 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 102M | 16,569% |
| Annual Yield % from dividends | 1.44 | 0.24 | 595% |
| Returns for 1 year | 17.34 | 8.14 | 213% |
| Returns for 3 years | 23.52 | 3.03 | 775% |
| Returns for 5 years | 64.95 | 28.87 | 225% |
| Returns for 10 years | 57.14 | N/A | - |
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