Ad is loading...
DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Lord Abbett Focused Small Cap Value I
Price$28.68
Change-$0.83 (-2.81%)
VolumeN/A
Net Assets95.7M
DFSVX vs LMVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LMVYX commentary
Feb 23, 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: 15.9B vs. LMVYX (95.7M). 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 : 9.32 vs. LMVYX (0.88). DFSVX return over 5 years is better than : 52.23 vs. LMVYX (19.17).
| 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 | -1.546 | -3.402 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 95.7M | 16,614% |
| Annual Yield % from dividends | 1.44 | 0.23 | 614% |
| Returns for 1 year | 9.32 | 0.88 | 1,060% |
| Returns for 3 years | 17.14 | -0.77 | -2,227% |
| Returns for 5 years | 52.23 | 19.17 | 273% |
| Returns for 10 years | 41.91 | -8.82 | -475% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers