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DFSVX vs LRSTX
DFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Lord Abbett Small Cap Value R5
Price$18.62
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets342.5M
DFSVX vs LRSTX Comparison Chart
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DFSVX vs. LRSTX commentary
May 09, 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: 14.2B vs. LRSTX (343M). DFSVX pays higher dividends than LRSTX: DFSVX (1.75) vs LRSTX (0.22). 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 : -5.35 vs. LRSTX (-10.76). DFSVX return over 5 years is better than : 87.98 vs. LRSTX (37.95).
| 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 | -11.305 | -11.857 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2B | 343M | 4,140% |
| Annual Yield % from dividends | 1.75 | 0.22 | 778% |
| Returns for 1 year | -5.35 | -10.76 | 50% |
| Returns for 3 years | 7.50 | 3.47 | 216% |
| Returns for 5 years | 87.98 | 37.95 | 232% |
| Returns for 10 years | 25.81 | N/A | - |
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