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DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.77B
Lord Abbett Focused Small Cap Value R6
Price$26.74
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets85.38M
DFSVX vs LMVWX Comparison Chart
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DFSVX vs. LMVWX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. LMVWX (85.4M). DFSVX pays higher dividends than LMVWX: DFSVX (1.65) 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 : -0.92 vs. LMVWX (-8.06). DFSVX return over 5 years is better than : 66.28 vs. LMVWX (29.14).
| 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 | -7.414 | -10.003 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 85.4M | 17,330% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -0.92 | -8.06 | 11% |
| Returns for 3 years | 7.11 | -3.68 | -193% |
| Returns for 5 years | 66.28 | 29.14 | 227% |
| Returns for 10 years | 31.37 | N/A | - |
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