DFSVX
Price
$45.37
Change
+$0.63 (+1.41%)
Updated
Jun 6 closing price
Net Assets
14.77B
LMVYX
Price
$26.97
Change
+$0.33 (+1.24%)
Updated
Jun 6 closing price
Net Assets
85.38M
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DFSVX vs LMVYX

Header iconDFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYXBanner chart's image
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
Lord Abbett Focused Small Cap Value I
Price$26.97
Change+$0.33 (+1.24%)
VolumeN/A
Net Assets85.38M
DFSVX vs LMVYX Comparison Chart
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DFSVX vs. LMVYX 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 LMVYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. LMVYX (85.4M). 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 : 0.94 vs. LMVYX (-8.07). DFSVX return over 5 years is better than : 68.62 vs. LMVYX (28.49).
DFSVXLMVYXDFSVX / LMVYX
Total Expense Ratio0.311.0330%
Annual Report Gross Expense Ratio0.311.1028%
Fund Existence32 years26 years-
Gain YTD-6.110-10.27359%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets14.8B85.4M17,330%
Annual Yield % from dividends1.650.00-
Returns for 1 year0.94-8.07-12%
Returns for 3 years7.43-5.35-139%
Returns for 5 years68.6228.49241%
Returns for 10 years33.33-16.05-208%
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