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DFSVX vs LRSSX
DFSVX vs LRSSX Comparison
Open Charts DFSVX vs LRSSX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Lord Abbett Small Cap Value R4
Price$15.10
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets379.49M
DFSVX vs LRSSX Comparison Chart in %
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DFSVX vs. LRSSX commentary
Jul 07, 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 Buy and LRSSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LRSSX (379M). DFSVX pays higher dividends than LRSSX: DFSVX (1.67) vs LRSSX (0.03). DFSVX was incepted earlier than LRSSX: DFSVX (32 years) vs LRSSX (10 years). LRSSX (1.21) 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 : 9.45 vs. LRSSX (-2.81). DFSVX return over 5 years is better than : 105.30 vs. LRSSX (32.12).
| DFSVX | LRSSX | DFSVX / LRSSX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 1.067 | -1.436 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 379M | 4,248% |
| Annual Yield % from dividends | 1.67 | 0.03 | 6,186% |
| Returns for 1 year | 9.45 | -2.81 | -337% |
| Returns for 3 years | 32.84 | 21.96 | 150% |
| Returns for 5 years | 105.30 | 32.12 | 328% |
| Returns for 10 years | 45.10 | -44.58 | -101% |
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