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DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
Lord Abbett Focused Small Cap Value A
Price$26.45
Change+$0.20 (+0.76%)
VolumeN/A
Net Assets88.87M
DFSVX vs LFVAX Comparison Chart in %
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DFSVX vs. LFVAX commentary
Sep 29, 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 Buy and LFVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. LFVAX (88.9M). DFSVX pays higher dividends than LFVAX: DFSVX (1.52) vs LFVAX (0.00). DFSVX was incepted earlier than LFVAX: DFSVX (33 years) vs LFVAX (25 years). LFVAX (1.35) is less costly to investors than DFSVX (0.31). LFVAX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LFVAX: DFSVX (0) vs LFVAX (1500). DFSVX annual gain was more profitable for investors over the last year : 6.87 vs. LFVAX (-6.07). DFSVX return over 5 years is better than : 108.39 vs. LFVAX (51.08).
| DFSVX | LFVAX | DFSVX / LFVAX | |
| Total Expense Ratio | 0.31 | 1.28 | 24% |
| Annual Report Gross Expense Ratio | 0.31 | 1.35 | 23% |
| Fund Existence | 33 years | 25 years | - |
| Gain YTD | 5.663 | -1.928 | -294% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 88.9M | 18,560% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 6.87 | -6.07 | -113% |
| Returns for 3 years | 43.95 | 24.49 | 179% |
| Returns for 5 years | 108.39 | 51.08 | 212% |
| Returns for 10 years | 73.20 | -9.84 | -744% |
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