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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$45.14
Change+$0.77 (+1.74%)
VolumeN/A
Net Assets14.64B
Lord Abbett Small Cap Value R6
Price$19.12
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets349.63M
DFSVX vs LRSVX Comparison Chart
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DFSVX vs. LRSVX commentary
Jun 04, 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: 14.6B vs. LRSVX (350M). DFSVX pays higher dividends than LRSVX: DFSVX (1.65) 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 : -3.44 vs. LRSVX (-10.35). DFSVX return over 5 years is better than : 76.10 vs. LRSVX (26.87).
| 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 | -8.180 | -9.797 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 350M | 4,171% |
| Annual Yield % from dividends | 1.65 | 0.22 | 763% |
| Returns for 1 year | -3.44 | -10.35 | 33% |
| Returns for 3 years | 7.34 | 4.24 | 173% |
| Returns for 5 years | 76.10 | 26.87 | 283% |
| Returns for 10 years | 28.88 | N/A | - |
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