Interact to see
Advertisement
Advertisement
DFSVX vs LRSFX
DFSVX vs LRSFX Comparison
Open Charts DFSVX vs LRSFX
DFA US Small Cap Value I
Price$48.35
Change+$0.80 (+1.68%)
VolumeN/A
Net Assets15.73B
Lord Abbett Small Cap Value F
Price$15.22
Change+$0.18 (+1.20%)
VolumeN/A
Net Assets373.51M
DFSVX vs LRSFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LRSFX commentary
Jul 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 LRSFX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. LRSFX (374M). DFSVX pays higher dividends than LRSFX: DFSVX (1.67) vs LRSFX (0.17). 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 : 8.98 vs. LRSFX (-4.30). DFSVX return over 5 years is better than : 104.25 vs. LRSFX (30.92).
| 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 | 0.547 | -3.030 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 374M | 4,198% |
| Annual Yield % from dividends | 1.67 | 0.17 | 998% |
| Returns for 1 year | 8.98 | -4.30 | -209% |
| Returns for 3 years | 32.16 | 20.41 | 158% |
| Returns for 5 years | 104.25 | 30.92 | 337% |
| Returns for 10 years | 43.75 | -44.68 | -98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DIV | 17.91 | 0.18 | +1.02% |
| Global X SuperDividend™ US ETF | |||
| IBHK | 25.83 | 0.02 | +0.08% |
| iShares iBonds 2031 Ter Hi Yld AndIncETF | |||
| MGV | 132.58 | 0.05 | +0.04% |
| Vanguard Mega Cap Value ETF | |||
| BAMO | 31.24 | 0.01 | +0.03% |
| Brookstone Opportunities ETF | |||
| TAXX | 50.58 | 0.01 | +0.02% |
| BondBloxx IR+M Tax-Awr Shrt Dur ETF | |||