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DFSVX vs LRSTX
DFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.34B
Lord Abbett Small Cap Value R5
Price$20.13
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets369.15M
DFSVX vs LRSTX Comparison Chart in %
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DFSVX vs. LRSTX commentary
Jul 01, 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: 15.3B vs. LRSTX (369M). 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 (0.96) 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 : 5.37 vs. LRSTX (-2.48). DFSVX return over 5 years is better than : 102.91 vs. LRSTX (45.93).
| 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 | -3.342 | -4.143 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 369M | 4,146% |
| Annual Yield % from dividends | 1.65 | 0.22 | 758% |
| Returns for 1 year | 5.37 | -2.48 | -217% |
| Returns for 3 years | 25.31 | 23.48 | 108% |
| Returns for 5 years | 102.91 | 45.93 | 224% |
| Returns for 10 years | 37.61 | -32.65 | -115% |
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