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DFSVX vs LRSTX
DFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value R5
Price$23.62
Change-$0.20 (-0.84%)
VolumeN/A
CapitalizationN/A
DFSVX vs LRSTX Comparison Chart
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DFSVX vs. LRSTX commentary
Nov 18, 2024
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 LRSTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. LRSTX (422M). DFSVX pays higher dividends than LRSTX: DFSVX (1.44) vs LRSTX (0.25). DFSVX was incepted earlier than LRSTX: DFSVX (32 years) vs LRSTX (9 years). LRSTX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). DFSVX (0) and LRSTX (0) have matching initial minimum investment requirements. LRSTX annual gain was more profitable for investors over the last year : 32.02 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. LRSTX (11.78).
| DFSVX | LRSTX | DFSVX / LRSTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 14.541 | 17.923 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 422M | 4,123% |
| Annual Yield % from dividends | 1.44 | 0.25 | 573% |
| Returns for 1 year | 26.86 | 32.02 | 84% |
| Returns for 3 years | 7.13 | -1.72 | -414% |
| Returns for 5 years | 56.90 | 11.78 | 483% |
| Returns for 10 years | 48.27 | N/A | - |
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