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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.79B
Lord Abbett Focused Small Cap Value I
Price$29.80
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets92.61M
DFSVX vs LMVYX Comparison Chart in %
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DFSVX vs. LMVYX commentary
Sep 09, 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 LMVYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. LMVYX (92.6M). DFSVX pays higher dividends than LMVYX: DFSVX (1.52) vs LMVYX (0.00). DFSVX was incepted earlier than LMVYX: DFSVX (33 years) vs LMVYX (26 years). LMVYX (1.10) is less costly to investors than DFSVX (0.31). LMVYX is a more actively managed with annual turnover of: 57.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LMVYX: DFSVX (0) vs LMVYX (1000000). DFSVX annual gain was more profitable for investors over the last year : 13.14 vs. LMVYX (0.78). DFSVX return over 5 years is better than : 97.58 vs. LMVYX (48.66).
| DFSVX | LMVYX | DFSVX / LMVYX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 33 years | 26 years | - |
| Gain YTD | 6.557 | 0.370 | 1,770% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 92.6M | 18,143% |
| Annual Yield % from dividends | 1.52 | 0.00 | - |
| Returns for 1 year | 13.14 | 0.78 | 1,689% |
| Returns for 3 years | 30.06 | 13.05 | 230% |
| Returns for 5 years | 97.58 | 48.66 | 201% |
| Returns for 10 years | 66.51 | -2.41 | -2,756% |
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