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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Lord Abbett Focused Small Cap Value I
Price$28.75
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets87.01M
DFSVX vs LMVYX Comparison Chart in %
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DFSVX vs. LMVYX commentary
Oct 19, 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 Hold and LMVYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. LMVYX (87M). DFSVX pays higher dividends than LMVYX: DFSVX (1.66) 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 : 0.38 vs. LMVYX (-9.73). DFSVX return over 5 years is better than : 80.47 vs. LMVYX (36.12).
| 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 | 2.475 | -3.166 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 87M | 18,276% |
| Annual Yield % from dividends | 1.66 | 0.00 | - |
| Returns for 1 year | 0.38 | -9.73 | -4% |
| Returns for 3 years | 28.43 | 13.90 | 205% |
| Returns for 5 years | 80.47 | 36.12 | 223% |
| Returns for 10 years | 55.60 | -11.04 | -504% |
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