Ad is loading...
DFSVX vs LRSTX
DFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTX
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
Lord Abbett Small Cap Value R5
Price$20.39
Change-$0.63 (-3.00%)
VolumeN/A
Net Assets378.4M
DFSVX vs LRSTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LRSTX commentary
Feb 23, 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: 15.9B vs. LRSTX (378M). 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 : 9.32 vs. LRSTX (1.43). DFSVX return over 5 years is better than : 52.23 vs. LRSTX (9.10).
| 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 | -1.546 | -2.905 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 378M | 4,206% |
| Annual Yield % from dividends | 1.44 | 0.25 | 573% |
| Returns for 1 year | 9.32 | 1.43 | 651% |
| Returns for 3 years | 17.14 | 6.10 | 281% |
| Returns for 5 years | 52.23 | 9.10 | 574% |
| Returns for 10 years | 41.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers