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DFSVX vs LRSTX
DFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Lord Abbett Small Cap Value R5
Price$21.42
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets403.54M
DFSVX vs LRSTX Comparison Chart
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DFSVX vs. LRSTX 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 LRSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. LRSTX (404M). DFSVX pays higher dividends than LRSTX: DFSVX (1.44) vs LRSTX (0.25). DFSVX was incepted earlier than LRSTX: DFSVX (32 years) vs LRSTX (10 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. DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. LRSTX (11.13). DFSVX return over 5 years is better than : 51.83 vs. LRSTX (12.36).
| DFSVX | LRSTX | DFSVX / LRSTX | |
| 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 | 2.000 | 147% |
| 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 | 0.25 | 573% |
| Returns for 1 year | 17.38 | 11.13 | 156% |
| Returns for 3 years | 16.94 | 4.40 | 385% |
| Returns for 5 years | 51.83 | 12.36 | 420% |
| Returns for 10 years | 57.77 | N/A | - |
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