Ad is loading...
DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
Lord Abbett Focused Small Cap Value I
Price$24.13
Change+$0.27 (+1.13%)
VolumeN/A
Net Assets76.68M
DFSVX vs LMVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LMVYX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. LMVYX (76.7M). 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 (1.08) 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 : -10.09 vs. LMVYX (-16.19). DFSVX return over 5 years is better than : 81.60 vs. LMVYX (53.86).
| DFSVX | LMVYX | DFSVX / LMVYX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.08 | 29% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | -17.140 | -19.636 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.1B | 76.7M | 17,080% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | -10.09 | -16.19 | 62% |
| Returns for 3 years | -1.27 | -14.31 | 9% |
| Returns for 5 years | 81.60 | 53.86 | 151% |
| Returns for 10 years | 16.53 | -25.88 | -64% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BNGE | 28.29 | 0.57 | +2.06% |
| First Trust S-Network Strmng & Gmng ETF | |||
| GMAR | 36.20 | 0.40 | +1.12% |
| FT Vest U.S. Eq Mod Buffr ETF - Mar | |||
| EVT | 21.63 | 0.22 | +1.03% |
| Eaton Vance Tax-Advantaged Dividend Income Fund | |||
| FDM | 58.02 | 0.56 | +0.98% |
| First Trust Dow Jones Sel MicroCap ETF | |||
| KRUZ | 30.95 | N/A | N/A |
| Unusual Whales Subversive Rep Trd ETF | |||