Interact to see
Advertisement
Advertisement
DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
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 I
Price$28.96
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets91.41M
DFSVX vs LMVYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LMVYX 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 LMVYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. LMVYX (91.4M). DFSVX pays higher dividends than LMVYX: DFSVX (1.67) vs LMVYX (0.00). DFSVX was incepted earlier than LMVYX: DFSVX (32 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 : 0.60 vs. LMVYX (-7.03). DFSVX return over 5 years is better than : 94.25 vs. LMVYX (49.90).
| DFSVX | LMVYX | DFSVX / LMVYX | |
| Total Expense Ratio | 0.31 | 1.03 | 30% |
| Annual Report Gross Expense Ratio | 0.31 | 1.10 | 28% |
| Fund Existence | 32 years | 26 years | - |
| Gain YTD | 0.901 | -2.459 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| 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 | -7.03 | -8% |
| Returns for 3 years | 27.09 | 12.55 | 216% |
| Returns for 5 years | 94.25 | 49.90 | 189% |
| Returns for 10 years | 50.73 | -8.04 | -631% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers