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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Lord Abbett Focused Small Cap Value I
Price$25.97
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets83.01M
DFSVX vs LMVYX Comparison Chart
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DFSVX vs. LMVYX commentary
May 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: 14.2B vs. LMVYX (83M). DFSVX pays higher dividends than LMVYX: DFSVX (1.75) 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 : -3.50 vs. LMVYX (-9.95). DFSVX return over 5 years is better than : 92.33 vs. LMVYX (56.26).
| 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 | -9.256 | -12.833 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 83M | 17,108% |
| Annual Yield % from dividends | 1.75 | 0.00 | - |
| Returns for 1 year | -3.50 | -9.95 | 35% |
| Returns for 3 years | 13.02 | -1.11 | -1,175% |
| Returns for 5 years | 92.33 | 56.26 | 164% |
| Returns for 10 years | 28.50 | -17.51 | -163% |
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