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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$50.95
Change-$0.08 (-0.16%)
VolumeN/A
Net Assets16.62B
Lord Abbett Small Cap Value R6
Price$21.46
Change-$0.12 (-0.56%)
VolumeN/A
Net Assets380.65M
DFSVX vs LRSVX Comparison Chart in %
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DFSVX vs. LRSVX commentary
Sep 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 LRSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. LRSVX (381M). DFSVX pays higher dividends than LRSVX: DFSVX (1.52) vs LRSVX (0.19). DFSVX was incepted earlier than LRSVX: DFSVX (33 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 : 6.79 vs. LRSVX (-5.45). DFSVX return over 5 years is better than : 89.95 vs. LRSVX (37.66).
| DFSVX | LRSVX | DFSVX / LRSVX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 5.954 | 1.083 | 550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 381M | 4,357% |
| Annual Yield % from dividends | 1.52 | 0.19 | 781% |
| Returns for 1 year | 6.79 | -5.45 | -125% |
| Returns for 3 years | 29.39 | 23.83 | 123% |
| Returns for 5 years | 89.95 | 37.66 | 239% |
| Returns for 10 years | 68.05 | -20.72 | -328% |
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