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DFSVX vs LRSTX
DFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
Lord Abbett Small Cap Value R5
Price$17.40
Change+$0.19 (+1.10%)
VolumeN/A
Net Assets316.52M
DFSVX vs LRSTX Comparison Chart
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DFSVX vs. LRSTX commentary
Apr 18, 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 LRSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. LRSTX (317M). DFSVX pays higher dividends than LRSTX: DFSVX (1.65) vs LRSTX (0.22). DFSVX was incepted earlier than LRSTX: DFSVX (32 years) vs LRSTX (10 years). LRSTX (0.94) is less costly to investors than DFSVX (0.31). LRSTX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -5.30 vs. LRSTX (-12.79). DFSVX return over 5 years is better than : 92.30 vs. LRSTX (38.79).
| DFSVX | LRSTX | DFSVX / LRSTX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -16.002 | -18.048 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 317M | 4,196% |
| Annual Yield % from dividends | 1.65 | 0.22 | 766% |
| Returns for 1 year | -5.30 | -12.79 | 41% |
| Returns for 3 years | -1.94 | -8.85 | 22% |
| Returns for 5 years | 92.30 | 38.79 | 238% |
| Returns for 10 years | 18.26 | N/A | - |
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