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DFSVX vs LRSTX
DFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTX
DFA US Small Cap Value I
Price$47.15
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets15.53B
Lord Abbett Small Cap Value R5
Price$20.12
Change+$0.14 (+0.70%)
VolumeN/A
Net Assets362.96M
DFSVX vs LRSTX Comparison Chart in %
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DFSVX vs. LRSTX commentary
Aug 10, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. LRSTX (363M). DFSVX pays higher dividends than LRSTX: DFSVX (1.64) vs LRSTX (0.20). DFSVX was incepted earlier than LRSTX: DFSVX (32 years) vs LRSTX (10 years). LRSTX (0.96) 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 : 4.26 vs. LRSTX (-5.81). DFSVX return over 5 years is better than : 78.17 vs. LRSTX (29.35).
| DFSVX | LRSTX | DFSVX / LRSTX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -1.948 | -4.190 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 363M | 4,270% |
| Annual Yield % from dividends | 1.64 | 0.20 | 814% |
| Returns for 1 year | 4.26 | -5.81 | -73% |
| Returns for 3 years | 18.64 | 15.94 | 117% |
| Returns for 5 years | 78.17 | 29.35 | 266% |
| Returns for 10 years | 45.53 | -31.26 | -146% |
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