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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$45.86
Change-$0.44 (-0.95%)
VolumeN/A
Net Assets15.29B
Lord Abbett Small Cap Value R6
Price$19.88
Change-$0.11 (-0.55%)
VolumeN/A
Net Assets363.29M
DFSVX vs LRSVX Comparison Chart in %
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DFSVX vs. LRSVX commentary
Jun 26, 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: 15.3B vs. LRSVX (363M). 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 : 3.69 vs. LRSVX (-3.62). DFSVX return over 5 years is better than : 99.23 vs. LRSVX (44.03).
| 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 | -5.096 | -5.841 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3B | 363M | 4,215% |
| Annual Yield % from dividends | 1.65 | 0.22 | 763% |
| Returns for 1 year | 3.69 | -3.62 | -102% |
| Returns for 3 years | 22.87 | 21.25 | 108% |
| Returns for 5 years | 99.23 | 44.03 | 225% |
| Returns for 10 years | 31.97 | N/A | - |
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