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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$47.44
Change+$0.16 (+0.34%)
VolumeN/A
Net Assets15.65B
Lord Abbett Small Cap Value R6
Price$20.76
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets371.07M
DFSVX vs LRSVX Comparison Chart in %
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DFSVX vs. LRSVX commentary
Jul 17, 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 LRSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. LRSVX (371M). DFSVX pays higher dividends than LRSVX: DFSVX (1.67) vs LRSVX (0.20). DFSVX was incepted earlier than LRSVX: DFSVX (32 years) vs LRSVX (10 years). LRSVX (0.88) is less costly to investors than DFSVX (0.31). LRSVX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -2.14 vs. LRSVX (-9.26). DFSVX return over 5 years is better than : 92.70 vs. LRSVX (40.01).
| DFSVX | LRSVX | DFSVX / LRSVX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -1.345 | -2.732 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 371M | 4,232% |
| Annual Yield % from dividends | 1.67 | 0.20 | 816% |
| Returns for 1 year | -2.14 | -9.26 | 23% |
| Returns for 3 years | 30.43 | 27.79 | 109% |
| Returns for 5 years | 92.70 | 40.01 | 232% |
| Returns for 10 years | 42.00 | -30.98 | -136% |
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