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DFSVX vs LFVAX
DFSVX vs LFVAX Comparison
Open Charts DFSVX vs LFVAX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Lord Abbett Focused Small Cap Value A
Price$26.19
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets89.6M
DFSVX vs LFVAX Comparison Chart in %
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DFSVX vs. LFVAX commentary
Dec 28, 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 LFVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LFVAX (89.6M). DFSVX pays higher dividends than LFVAX: DFSVX (1.62) vs LFVAX (0.00). DFSVX was incepted earlier than LFVAX: DFSVX (33 years) vs LFVAX (26 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 : 8.55 vs. LFVAX (-4.14). DFSVX return over 5 years is better than : 62.34 vs. LFVAX (6.31).
| 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 | 26 years | - |
| Gain YTD | 9.622 | -2.892 | -333% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 89.6M | 18,638% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 8.55 | -4.14 | -207% |
| Returns for 3 years | 39.26 | 13.89 | 283% |
| Returns for 5 years | 62.34 | 6.31 | 988% |
| Returns for 10 years | 79.11 | -14.17 | -558% |
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