DFSVX
Price
$52.12
Change
+$0.87 (+1.70%)
Updated
Dec 3 closing price
Net Assets
16.71B
LMVYX
Price
$28.54
Change
+$0.55 (+1.96%)
Updated
Dec 3 closing price
Net Assets
89.37M
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DFSVX vs LMVYX

Header iconDFSVX vs LMVYX Comparison
Open Charts DFSVX vs LMVYXBanner chart's image
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
Lord Abbett Focused Small Cap Value I
Price$28.54
Change+$0.55 (+1.96%)
VolumeN/A
Net Assets89.37M
DFSVX vs LMVYX Comparison Chart in %
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DFSVX vs. LMVYX commentary
Dec 04, 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.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LMVYX (89.4M). 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 : -1.41 vs. LMVYX (-8.22). DFSVX return over 5 years is better than : 64.61 vs. LMVYX (15.29).
DFSVXLMVYXDFSVX / LMVYX
Total Expense Ratio0.311.0330%
Annual Report Gross Expense Ratio0.311.1028%
Fund Existence33 years26 years-
Gain YTD7.303-1.516-482%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets16.7B89.4M18,680%
Annual Yield % from dividends1.620.00-
Returns for 1 year-1.41-8.2217%
Returns for 3 years21.8010.26212%
Returns for 5 years64.6115.29422%
Returns for 10 years61.86-7.65-809%
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