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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Lord Abbett Focused Small Cap Value I
Price$32.57
Change-$0.27 (-0.82%)
VolumeN/A
CapitalizationN/A
DFSVX vs LMVYX Comparison Chart
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DFSVX vs. LMVYX commentary
Nov 18, 2024
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: 17.4B vs. LMVYX (107M). DFSVX pays higher dividends than LMVYX: DFSVX (1.44) vs LMVYX (0.23). DFSVX was incepted earlier than LMVYX: DFSVX (32 years) vs LMVYX (25 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). LMVYX annual gain was more profitable for investors over the last year : 28.57 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. LMVYX (16.24).
| DFSVX | LMVYX | DFSVX / LMVYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 14.541 | 14.121 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 107M | 16,262% |
| Annual Yield % from dividends | 1.44 | 0.23 | 614% |
| Returns for 1 year | 26.86 | 28.57 | 94% |
| Returns for 3 years | 7.13 | -6.10 | -117% |
| Returns for 5 years | 56.90 | 16.24 | 350% |
| Returns for 10 years | 48.27 | -5.12 | -942% |
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