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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
Lord Abbett Small Cap Value R6
Price$18.83
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets342.5M
DFSVX vs LRSVX Comparison Chart
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DFSVX vs. LRSVX 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 LRSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. LRSVX (343M). DFSVX pays higher dividends than LRSVX: DFSVX (1.75) vs LRSVX (0.22). 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 : -3.50 vs. LRSVX (-10.42). DFSVX return over 5 years is better than : 92.33 vs. LRSVX (38.96).
| 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 | -9.256 | -11.682 | 79% |
| 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 | 782% |
| Returns for 1 year | -3.50 | -10.42 | 34% |
| Returns for 3 years | 13.02 | 7.83 | 166% |
| Returns for 5 years | 92.33 | 38.96 | 237% |
| Returns for 10 years | 28.50 | N/A | - |
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