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DFSVX vs LRSPX
DFSVX vs LRSPX Comparison
Open Charts DFSVX vs LRSPX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value P
Price$15.14
Change-$0.15 (-0.98%)
VolumeN/A
CapitalizationN/A
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DFSVX vs LRSPX Comparison Chart
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DFSVX vs. LRSPX commentary
Sep 21, 2024
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 LRSPX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LRSPX (412M). DFSVX pays higher dividends than LRSPX: DFSVX (1.44) vs LRSPX (0.00). DFSVX was incepted earlier than LRSPX: DFSVX (32 years) vs LRSPX (25 years). LRSPX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). DFSVX (0) and LRSPX (0) have matching initial minimum investment requirements. LRSPX (20.43) and DFSVX (19.84) have marching annual gain over last year. DFSVX return over 5 years is better than : 53.86 vs. LRSPX (-5.94).
| DFSVX | LRSPX | DFSVX / LRSPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | 7.846 | 10.236 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 412M | 4,053% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 19.84 | 20.43 | 97% |
| Returns for 3 years | 13.38 | -4.22 | -317% |
| Returns for 5 years | 53.86 | -5.94 | -907% |
| Returns for 10 years | 39.64 | -53.97 | -73% |
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