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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$46.95
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets15.47B
Lord Abbett Focused Small Cap Value I
Price$27.77
Change-$0.21 (-0.75%)
VolumeN/A
Net Assets87.47M
DFSVX vs LMVYX Comparison Chart in %
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DFSVX vs. LMVYX commentary
Aug 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 Buy and LMVYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. LMVYX (87.5M). DFSVX pays higher dividends than LMVYX: DFSVX (1.64) 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 : 6.11 vs. LMVYX (-3.42). DFSVX return over 5 years is better than : 77.41 vs. LMVYX (36.99).
| 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 | -2.364 | -5.760 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 87.5M | 17,714% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 6.11 | -3.42 | -179% |
| Returns for 3 years | 17.54 | 4.33 | 405% |
| Returns for 5 years | 77.41 | 36.99 | 209% |
| Returns for 10 years | 43.95 | -12.04 | -365% |
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