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DFSVX vs LRSSX
DFSVX vs LRSSX Comparison
Open Charts DFSVX vs LRSSX
DFA US Small Cap Value I
Price$39.73
Change-$1.73 (-4.17%)
VolumeN/A
Net Assets13.19B
Lord Abbett Small Cap Value R4
Price$12.37
Change-$0.66 (-5.07%)
VolumeN/A
Net Assets312.06M
DFSVX vs LRSSX Comparison Chart
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DFSVX vs. LRSSX commentary
Apr 06, 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 Hold and LRSSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.2B vs. LRSSX (312M). DFSVX pays higher dividends than LRSSX: DFSVX (1.65) vs LRSSX (0.03). DFSVX was incepted earlier than LRSSX: DFSVX (32 years) vs LRSSX (10 years). LRSSX (1.19) is less costly to investors than DFSVX (0.31). LRSSX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -11.80 vs. LRSSX (-20.02). DFSVX return over 5 years is better than : 118.66 vs. LRSSX (45.76).
| DFSVX | LRSSX | DFSVX / LRSSX | |
| Total Expense Ratio | 0.31 | 1.19 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.19 | 26% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -17.782 | -19.256 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 312M | 4,231% |
| Annual Yield % from dividends | 1.65 | 0.03 | 5,857% |
| Returns for 1 year | -11.80 | -20.02 | 59% |
| Returns for 3 years | -3.00 | -14.79 | 20% |
| Returns for 5 years | 118.66 | 45.76 | 259% |
| Returns for 10 years | 16.40 | N/A | - |
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