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DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
DFA US Small Cap Value I
Price$43.50
Change-$0.59 (-1.34%)
VolumeN/A
Net Assets14.79B
Lord Abbett Focused Small Cap Value R6
Price$26.50
Change-$0.37 (-1.38%)
VolumeN/A
Net Assets88.39M
DFSVX vs LMVWX Comparison Chart
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DFSVX vs. LMVWX commentary
Mar 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. LMVWX (88.4M). DFSVX pays higher dividends than LMVWX: DFSVX (1.51) 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 : -0.69 vs. LMVWX (-5.79). DFSVX return over 5 years is better than : 102.87 vs. LMVWX (62.88).
| 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 | -9.112 | -9.399 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 88.4M | 16,742% |
| Annual Yield % from dividends | 1.51 | 0.00 | - |
| Returns for 1 year | -0.69 | -5.79 | 12% |
| Returns for 3 years | 6.85 | -6.67 | -103% |
| Returns for 5 years | 102.87 | 62.88 | 164% |
| Returns for 10 years | 31.83 | N/A | - |
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