Ad is loading...
DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Lord Abbett Focused Small Cap Value I
Price$30.28
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets103.17M
DFSVX vs LMVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LMVYX commentary
Jan 19, 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: 16.8B vs. LMVYX (103M). DFSVX pays higher dividends than LMVYX: DFSVX (1.44) vs LMVYX (0.23). DFSVX was incepted earlier than LMVYX: DFSVX (32 years) vs LMVYX (26 years). LMVYX is a more actively managed with annual turnover of: 54.00 vs. DFSVX (25.00). 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 : 17.38 vs. LMVYX (10.43). DFSVX return over 5 years is better than : 51.83 vs. LMVYX (21.98).
| DFSVX | LMVYX | DFSVX / LMVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 2.948 | 1.987 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 103M | 16,311% |
| Annual Yield % from dividends | 1.44 | 0.23 | 614% |
| Returns for 1 year | 17.38 | 10.43 | 167% |
| Returns for 3 years | 16.94 | -2.63 | -645% |
| Returns for 5 years | 51.83 | 21.98 | 236% |
| Returns for 10 years | 57.77 | 2.47 | 2,344% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers