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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$50.42
Change+$0.24 (+0.48%)
VolumeN/A
Net Assets16.31B
Lord Abbett Focused Small Cap Value I
Price$29.13
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets87.51M
DFSVX vs LMVYX Comparison Chart in %
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DFSVX vs. LMVYX commentary
Oct 09, 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 LMVYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. LMVYX (87.5M). DFSVX pays higher dividends than LMVYX: DFSVX (1.66) vs LMVYX (0.00). DFSVX was incepted earlier than LMVYX: DFSVX (33 years) vs LMVYX (26 years). LMVYX (1.10) is less costly to investors than DFSVX (0.31). LMVYX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LMVYX: DFSVX (0) vs LMVYX (1000000). DFSVX annual gain was more profitable for investors over the last year : 7.51 vs. LMVYX (-6.17). DFSVX return over 5 years is better than : 85.41 vs. LMVYX (36.08).
| DFSVX | LMVYX | DFSVX / LMVYX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 5.359 | -2.695 | -199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3B | 87.5M | 18,629% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | 7.51 | -6.17 | -122% |
| Returns for 3 years | 38.16 | 19.90 | 192% |
| Returns for 5 years | 85.41 | 36.08 | 237% |
| Returns for 10 years | 59.45 | -9.97 | -596% |
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