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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$39.38
Change-$0.35 (-0.88%)
VolumeN/A
Net Assets13.19B
Lord Abbett Small Cap Value R6
Price$16.93
Change-$0.22 (-1.28%)
VolumeN/A
Net Assets312.06M
DFSVX vs LRSVX Comparison Chart
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DFSVX vs. LRSVX commentary
Apr 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 Hold and LRSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.2B vs. LRSVX (312M). DFSVX pays higher dividends than LRSVX: DFSVX (1.65) vs LRSVX (0.21). 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 : -11.80 vs. LRSVX (-17.63). DFSVX return over 5 years is better than : 118.66 vs. LRSVX (59.75).
| 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 | -17.782 | -19.218 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 312M | 4,231% |
| Annual Yield % from dividends | 1.65 | 0.21 | 770% |
| Returns for 1 year | -11.80 | -17.63 | 67% |
| Returns for 3 years | -3.00 | -10.65 | 28% |
| Returns for 5 years | 118.66 | 59.75 | 199% |
| Returns for 10 years | 16.40 | N/A | - |
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