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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$47.44
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets15.65B
Lord Abbett Focused Small Cap Value I
Price$28.55
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets90.2M
DFSVX vs LMVYX Comparison Chart in %
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DFSVX vs. LMVYX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. LMVYX (90.2M). DFSVX pays higher dividends than LMVYX: DFSVX (1.67) 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 : -2.14 vs. LMVYX (-9.90). DFSVX return over 5 years is better than : 92.70 vs. LMVYX (48.05).
| 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 | -1.345 | -4.311 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 90.2M | 17,406% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | -2.14 | -9.90 | 22% |
| Returns for 3 years | 30.43 | 16.70 | 182% |
| Returns for 5 years | 92.70 | 48.05 | 193% |
| Returns for 10 years | 42.00 | -11.05 | -380% |
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