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DFSVX vs LRSSX
DFSVX vs LRSSX Comparison
Open Charts DFSVX vs LRSSX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Lord Abbett Small Cap Value R4
Price$14.86
Change-$0.46 (-3.00%)
VolumeN/A
Net Assets378.4M
DFSVX vs LRSSX Comparison Chart
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DFSVX vs. LRSSX commentary
Feb 23, 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: 15.9B vs. LRSSX (378M). DFSVX pays higher dividends than LRSSX: DFSVX (1.44) vs LRSSX (0.12). DFSVX was incepted earlier than LRSSX: DFSVX (32 years) vs LRSSX (10 years). LRSSX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). DFSVX (0) and LRSSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. LRSSX (-1.50). DFSVX return over 5 years is better than : 52.23 vs. LRSSX (-0.06).
| DFSVX | LRSSX | DFSVX / LRSSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -1.546 | -3.003 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 378M | 4,206% |
| Annual Yield % from dividends | 1.44 | 0.12 | 1,204% |
| Returns for 1 year | 9.32 | -1.50 | -621% |
| Returns for 3 years | 17.14 | 1.45 | 1,182% |
| Returns for 5 years | 52.23 | -0.06 | -82,997% |
| Returns for 10 years | 41.91 | N/A | - |
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