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DFSVX vs LRSFX
DFSVX vs LRSFX Comparison
Open Charts DFSVX vs LRSFX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Lord Abbett Small Cap Value F
Price$13.75
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets342.5M
DFSVX vs LRSFX Comparison Chart
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DFSVX vs. LRSFX commentary
May 09, 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 LRSFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. LRSFX (343M). DFSVX pays higher dividends than LRSFX: DFSVX (1.75) vs LRSFX (0.18). DFSVX was incepted earlier than LRSFX: DFSVX (32 years) vs LRSFX (18 years). LRSFX (1.06) is less costly to investors than DFSVX (0.31). LRSFX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSFX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -3.50 vs. LRSFX (-12.89). DFSVX return over 5 years is better than : 92.33 vs. LRSFX (27.67).
| DFSVX | LRSFX | DFSVX / LRSFX | |
| Total Expense Ratio | 0.31 | 1.06 | 29% |
| Annual Report Gross Expense Ratio | 0.31 | 1.06 | 29% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | -9.256 | -11.734 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 343M | 4,140% |
| Annual Yield % from dividends | 1.75 | 0.18 | 960% |
| Returns for 1 year | -3.50 | -12.89 | 27% |
| Returns for 3 years | 13.02 | 3.26 | 399% |
| Returns for 5 years | 92.33 | 27.67 | 334% |
| Returns for 10 years | 28.50 | -48.75 | -58% |
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