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DFSVX vs LMVWX
DFSVX vs LMVWX Comparison
Open Charts DFSVX vs LMVWX
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 R6
Price$29.07
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets91.41M
DFSVX vs LMVWX Comparison Chart in %
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DFSVX vs. LMVWX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. LMVWX (91.4M). 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 : 0.60 vs. LMVWX (-6.95). DFSVX return over 5 years is better than : 94.25 vs. LMVWX (50.34).
| DFSVX | LMVWX | DFSVX / LMVWX | |
| 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 | 0.901 | -2.417 | -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 | -6.95 | -9% |
| Returns for 3 years | 27.09 | 12.72 | 213% |
| Returns for 5 years | 94.25 | 50.34 | 187% |
| Returns for 10 years | 50.73 | N/A | - |
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