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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Lord Abbett Focused Small Cap Value I
Price$28.58
Change-$0.41 (-1.41%)
VolumeN/A
Net Assets89M
DFSVX vs LMVYX Comparison Chart in %
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DFSVX vs. LMVYX commentary
Aug 18, 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 StrongBuy and LMVYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LMVYX (89M). DFSVX pays higher dividends than LMVYX: DFSVX (1.64) 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 : 5.62 vs. LMVYX (-5.96). DFSVX return over 5 years is better than : 80.15 vs. LMVYX (36.54).
| 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 | 1.483 | -3.739 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 89M | 18,090% |
| Annual Yield % from dividends | 1.64 | 0.00 | - |
| Returns for 1 year | 5.62 | -5.96 | -94% |
| Returns for 3 years | 16.09 | 2.38 | 675% |
| Returns for 5 years | 80.15 | 36.54 | 219% |
| Returns for 10 years | 50.63 | -9.56 | -529% |
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