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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Lord Abbett Focused Small Cap Value I
Price$26.63
Change-$0.52 (-1.92%)
VolumeN/A
Net Assets85.08M
DFSVX vs LMVYX Comparison Chart
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DFSVX vs. LMVYX commentary
Jun 16, 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: 14.9B vs. LMVYX (85.1M). DFSVX pays higher dividends than LMVYX: DFSVX (1.65) 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 : 1.83 vs. LMVYX (-6.76). DFSVX return over 5 years is better than : 86.94 vs. LMVYX (42.54).
| 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 | -6.462 | -10.307 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 85.1M | 17,509% |
| Annual Yield % from dividends | 1.65 | 0.00 | - |
| Returns for 1 year | 1.83 | -6.76 | -27% |
| Returns for 3 years | 19.38 | 6.42 | 302% |
| Returns for 5 years | 86.94 | 42.54 | 204% |
| Returns for 10 years | 30.89 | -16.63 | -186% |
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