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

Header iconDFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWXBanner 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 R6
Price$28.96
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets91.58M
DFSVX vs LMVWX Comparison Chart in %
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DFSVX vs. LMVWX 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 LMVWX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LMVWX (91.6M). DFSVX pays higher dividends than LMVWX: DFSVX (1.67) vs LMVWX (0.00). DFSVX was incepted earlier than LMVWX: DFSVX (32 years) vs LMVWX (6 years). LMVWX (1.06) is less costly to investors than DFSVX (0.31). LMVWX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX (0) and LMVWX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. LMVWX (0.10). DFSVX return over 5 years is better than : 105.30 vs. LMVWX (53.97).
DFSVXLMVWXDFSVX / LMVWX
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 years32.8416.86195%
Returns for 5 years105.3053.97195%
Returns for 10 years45.10N/A-
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