DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
LMVOX
Price
$28.96
Change
+$0.13 (+0.45%)
Updated
Jul 3 closing price
Net Assets
91.58M
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DFSVX vs LMVOX

Header iconDFSVX vs LMVOX Comparison
Open Charts DFSVX vs LMVOXBanner chart's image
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.

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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).
DFSVXLMVOXDFSVX / LMVOX
Total Expense Ratio0.310.9931%
Annual Report Gross Expense Ratio0.311.0629%
Fund Existence32 years6 years-
Gain YTD1.067-2.786-38%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B91.6M17,576%
Annual Yield % from dividends1.670.00-
Returns for 1 year9.450.109,111%
Returns for 3 years32.8416.91194%
Returns for 5 years105.3054.05195%
Returns for 10 years45.10N/A-
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