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DFSVX vs LRSRX
DFSVX vs LRSRX Comparison
Open Charts DFSVX vs LRSRX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value R3
Price$15.23
Change-$0.15 (-0.98%)
VolumeN/A
CapitalizationN/A
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DFSVX vs LRSRX Comparison Chart
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DFSVX vs. LRSRX 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 StrongBuy and LRSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LRSRX (412M). DFSVX pays higher dividends than LRSRX: DFSVX (1.44) vs LRSRX (0.00). DFSVX was incepted earlier than LRSRX: DFSVX (32 years) vs LRSRX (16 years). LRSRX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). DFSVX (0) and LRSRX (0) have matching initial minimum investment requirements. LRSRX annual gain was more profitable for investors over the last year : 24.73 vs. DFSVX (22.84). DFSVX return over 5 years is better than : 55.21 vs. LRSRX (-4.78).
| DFSVX | LRSRX | DFSVX / LRSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 8.788 | 11.493 | 76% |
| 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 | 22.84 | 24.73 | 92% |
| Returns for 3 years | 17.09 | -0.59 | -2,910% |
| Returns for 5 years | 55.21 | -4.78 | -1,155% |
| Returns for 10 years | 44.49 | -52.20 | -85% |
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