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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value R6
Price$22.62
Change-$0.23 (-1.01%)
VolumeN/A
CapitalizationN/A
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DFSVX vs LRSVX Comparison Chart
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DFSVX vs. LRSVX commentary
Sep 21, 2024
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 StrongBuy and LRSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LRSVX (412M). DFSVX pays higher dividends than LRSVX: DFSVX (1.44) vs LRSVX (0.26). DFSVX was incepted earlier than LRSVX: DFSVX (32 years) vs LRSVX (9 years). LRSVX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). DFSVX (0) and LRSVX (0) have matching initial minimum investment requirements. LRSVX annual gain was more profitable for investors over the last year : 25.39 vs. DFSVX (22.84). DFSVX return over 5 years is better than : 55.21 vs. LRSVX (9.43).
| DFSVX | LRSVX | DFSVX / LRSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 8.788 | 11.925 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 412M | 4,053% |
| Annual Yield % from dividends | 1.44 | 0.26 | 557% |
| Returns for 1 year | 22.84 | 25.39 | 90% |
| Returns for 3 years | 17.09 | 7.84 | 218% |
| Returns for 5 years | 55.21 | 9.43 | 585% |
| Returns for 10 years | 44.49 | N/A | - |
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