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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$46.63
Change+$0.77 (+1.68%)
VolumeN/A
Net Assets15.14B
Lord Abbett Focused Small Cap Value I
Price$27.81
Change+$0.48 (+1.76%)
VolumeN/A
Net Assets87.08M
DFSVX vs LMVYX Comparison Chart in %
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DFSVX vs. LMVYX commentary
Jun 28, 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 LMVYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. LMVYX (87.1M). DFSVX pays higher dividends than LMVYX: DFSVX (1.65) vs LMVYX (0.00). DFSVX was incepted earlier than LMVYX: DFSVX (32 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 : 3.57 vs. LMVYX (-4.34). DFSVX return over 5 years is better than : 99.23 vs. LMVYX (50.87).
| DFSVX | LMVYX | DFSVX / LMVYX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -5.096 | -7.949 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 87.1M | 17,336% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 3.57 | -4.34 | -82% |
| Returns for 3 years | 21.77 | 9.83 | 221% |
| Returns for 5 years | 99.23 | 50.87 | 195% |
| Returns for 10 years | 35.33 | -13.74 | -257% |
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