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DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$49.87
Change+$0.83 (+1.69%)
VolumeN/A
Net Assets16.2B
Lord Abbett Focused Small Cap Value A
Price$26.57
Change+$0.51 (+1.96%)
VolumeN/A
Net Assets87.01M
DFSVX vs LFVAX Comparison Chart in %
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DFSVX vs. LFVAX commentary
Oct 21, 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 StrongBuy and LFVAX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. LFVAX (87M). DFSVX pays higher dividends than LFVAX: DFSVX (1.66) 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 : 0.38 vs. LFVAX (-10.48). DFSVX return over 5 years is better than : 80.47 vs. LFVAX (32.84).
| 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 | 2.475 | -3.374 | -73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 87M | 18,621% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | 0.38 | -10.48 | -4% |
| Returns for 3 years | 28.43 | 12.30 | 231% |
| Returns for 5 years | 80.47 | 32.84 | 245% |
| Returns for 10 years | 55.60 | -16.70 | -333% |
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