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DFSVX vs LRSPX
DFSVX vs LRSPX Comparison
Open Charts DFSVX vs LRSPX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value P
Price$15.94
Change-$0.14 (-0.87%)
VolumeN/A
CapitalizationN/A
DFSVX vs LRSPX Comparison Chart
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DFSVX vs. LRSPX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. LRSPX (422M). 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 annual gain was more profitable for investors over the last year : 31.41 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. LRSPX (-2.41).
| 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 | 14.541 | 17.378 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 422M | 4,123% |
| Annual Yield % from dividends | 1.44 | 0.00 | - |
| Returns for 1 year | 26.86 | 31.41 | 86% |
| Returns for 3 years | 7.13 | -9.17 | -78% |
| Returns for 5 years | 56.90 | -2.41 | -2,357% |
| Returns for 10 years | 48.27 | -51.61 | -94% |
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