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DFSVX vs LMVYX
DFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Lord Abbett Focused Small Cap Value I
Price$29.00
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets89.6M
DFSVX vs LMVYX Comparison Chart in %
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DFSVX vs. LMVYX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LMVYX (89.6M). DFSVX pays higher dividends than LMVYX: DFSVX (1.62) 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 : 8.55 vs. LMVYX (-3.59). DFSVX return over 5 years is better than : 62.34 vs. LMVYX (9.62).
| 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 | 9.622 | -2.324 | -414% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 89.6M | 18,638% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 8.55 | -3.59 | -238% |
| Returns for 3 years | 39.26 | 15.76 | 249% |
| Returns for 5 years | 62.34 | 9.62 | 648% |
| Returns for 10 years | 79.11 | -8.09 | -978% |
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