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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$46.95
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets15.5B
Lord Abbett Small Cap Value R6
Price$20.36
Change-$0.22 (-1.07%)
VolumeN/A
Net Assets363.28M
DFSVX vs LRSVX Comparison Chart in %
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DFSVX vs. LRSVX commentary
Aug 08, 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: 15.5B vs. LRSVX (363M). DFSVX pays higher dividends than LRSVX: DFSVX (1.64) 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 : 6.11 vs. LRSVX (-3.56). DFSVX return over 5 years is better than : 77.41 vs. LRSVX (31.60).
| 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 | -2.364 | -3.062 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 363M | 4,270% |
| Annual Yield % from dividends | 1.64 | 0.20 | 819% |
| Returns for 1 year | 6.11 | -3.56 | -171% |
| Returns for 3 years | 17.54 | 17.28 | 101% |
| Returns for 5 years | 77.41 | 31.60 | 245% |
| Returns for 10 years | 43.95 | -29.29 | -150% |
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