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DFSVX vs LRSRX
DFSVX vs LRSRX Comparison
Open Charts DFSVX vs LRSRX
DFSVX vs LRSRX Comparison Chart in %
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DFSVX vs. LRSRX commentary
Sep 12, 2026
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 LRSRX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. LRSRX (389M). DFSVX pays higher dividends than LRSRX: DFSVX (1.50) vs LRSRX (0.13). DFSVX was incepted earlier than LRSRX: DFSVX (34 years) vs LRSRX (18 years). LRSRX (1.46) is less costly to investors than DFSVX (0.31). LRSRX is a more actively managed with annual turnover of: 69.00 vs. DFSVX (7.00). DFSVX (0) and LRSRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 22.95 vs. LRSRX (5.50). DFSVX return over 5 years is better than : 51.99 vs. LRSRX (-5.72).
| DFSVX | LRSRX | DFSVX / LRSRX | |
| Total Expense Ratio | 0.31 | 1.46 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.46 | 21% |
| Fund Existence | 34 years | 18 years | - |
| Gain YTD | 21.629 | 14.752 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 389M | 5,064% |
| Annual Yield % from dividends | 1.50 | 0.13 | 1,164% |
| Returns for 1 year | 22.95 | 5.50 | 417% |
| Returns for 3 years | 59.55 | 17.29 | 344% |
| Returns for 5 years | 51.99 | -5.72 | -909% |
| Returns for 10 years | 105.66 | -31.75 | -333% |
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