Ad is loading...
DFSVX vs LRSSX
DFSVX vs LRSSX Comparison
Open Charts DFSVX vs LRSSX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Lord Abbett Small Cap Value R4
Price$15.62
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets403.54M
DFSVX vs LRSSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LRSSX commentary
Jan 19, 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: 16.8B vs. LRSSX (404M). 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 : 17.38 vs. LRSSX (8.05). DFSVX return over 5 years is better than : 51.83 vs. LRSSX (2.91).
| 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 | 2.948 | 1.958 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 404M | 4,158% |
| Annual Yield % from dividends | 1.44 | 0.12 | 1,204% |
| Returns for 1 year | 17.38 | 8.05 | 216% |
| Returns for 3 years | 16.94 | -0.10 | -16,536% |
| Returns for 5 years | 51.83 | 2.91 | 1,782% |
| Returns for 10 years | 57.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...