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DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Lord Abbett Focused Small Cap Value R6
Price$30.64
Change+$1.56 (+5.36%)
VolumeN/A
Net Assets92.82M
DFSVX vs LMVWX Comparison Chart in %
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DFSVX vs. LMVWX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. LMVWX (92.8M). DFSVX pays higher dividends than LMVWX: DFSVX (1.58) vs LMVWX (0.11). DFSVX was incepted earlier than LMVWX: DFSVX (33 years) vs LMVWX (7 years). LMVWX (1.06) is less costly to investors than DFSVX (0.31). LMVWX is a more actively managed with annual turnover of: 77.00 vs. DFSVX (7.00). DFSVX (0) and LMVWX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. LMVWX (3.27). DFSVX return over 5 years is better than : 55.54 vs. LMVWX (5.47).
| DFSVX | LMVWX | DFSVX / LMVWX | |
| Total Expense Ratio | 0.31 | 0.99 | 31% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 33 years | 7 years | - |
| Gain YTD | 9.431 | 7.245 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 92.8M | 19,289% |
| Annual Yield % from dividends | 1.58 | 0.11 | 1,385% |
| Returns for 1 year | 17.52 | 3.27 | 536% |
| Returns for 3 years | 35.91 | 8.19 | 439% |
| Returns for 5 years | 55.54 | 5.47 | 1,015% |
| Returns for 10 years | 121.92 | N/A | - |
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