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DFSVX vs LMVVX
DFSVX vs LMVVX Comparison
Open Charts DFSVX vs LMVVX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Lord Abbett Focused Small Cap Value R5
Price$28.97
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets91.41M
DFSVX vs LMVVX Comparison Chart in %
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DFSVX vs. LMVVX commentary
Jul 27, 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 LMVVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. LMVVX (91.4M). DFSVX pays higher dividends than LMVVX: DFSVX (1.67) vs LMVVX (0.00). DFSVX was incepted earlier than LMVVX: DFSVX (32 years) vs LMVVX (6 years). LMVVX (1.10) is less costly to investors than DFSVX (0.31). LMVVX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX (0) and LMVVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.60 vs. LMVVX (-7.00). DFSVX return over 5 years is better than : 94.25 vs. LMVVX (49.96).
| DFSVX | LMVVX | DFSVX / LMVVX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 32 years | 6 years | - |
| Gain YTD | 0.901 | -2.425 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 91.4M | 17,505% |
| Annual Yield % from dividends | 1.67 | 0.00 | - |
| Returns for 1 year | 0.60 | -7.00 | -9% |
| Returns for 3 years | 27.09 | 12.59 | 215% |
| Returns for 5 years | 94.25 | 49.96 | 189% |
| Returns for 10 years | 50.73 | N/A | - |
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