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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.76B
Lord Abbett Small Cap Value R6
Price$21.65
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets403.54M
DFSVX vs LRSVX Comparison Chart
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DFSVX vs. LRSVX commentary
Jan 19, 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: 16.8B vs. LRSVX (404M). DFSVX pays higher dividends than LRSVX: DFSVX (1.44) vs LRSVX (0.26). DFSVX was incepted earlier than LRSVX: DFSVX (32 years) vs LRSVX (10 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. DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. LRSVX (11.35). DFSVX return over 5 years is better than : 51.83 vs. LRSVX (12.95).
| DFSVX | LRSVX | DFSVX / LRSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 2.948 | 1.978 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 404M | 4,158% |
| Annual Yield % from dividends | 1.44 | 0.26 | 557% |
| Returns for 1 year | 17.38 | 11.35 | 153% |
| Returns for 3 years | 16.94 | 4.74 | 357% |
| Returns for 5 years | 51.83 | 12.95 | 400% |
| Returns for 10 years | 57.77 | N/A | - |
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