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DFSVX vs LMVOX
DFSVX vs LMVOX Comparison
Open Charts DFSVX vs LMVOX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Lord Abbett Focused Small Cap Value F3
Price$28.96
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets91.58M
DFSVX vs LMVOX Comparison Chart in %
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DFSVX vs. LMVOX commentary
Jul 07, 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 LMVOX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LMVOX (91.6M). DFSVX pays higher dividends than LMVOX: DFSVX (1.67) vs LMVOX (0.00). DFSVX was incepted earlier than LMVOX: DFSVX (32 years) vs LMVOX (6 years). LMVOX (1.06) is less costly to investors than DFSVX (0.31). LMVOX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX (0) and LMVOX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. LMVOX (0.10). DFSVX return over 5 years is better than : 105.30 vs. LMVOX (54.05).
| DFSVX | LMVOX | DFSVX / LMVOX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 1.067 | -2.786 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 91.6M | 17,576% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 9.45 | 0.10 | 9,111% |
| Returns for 3 years | 32.84 | 16.91 | 194% |
| Returns for 5 years | 105.30 | 54.05 | 195% |
| Returns for 10 years | 45.10 | N/A | - |
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