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DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
Lord Abbett Small Cap Value I
Price$19.19
Change-$0.37 (-1.89%)
VolumeN/A
Net Assets360.97M
DFSVX vs LRSYX Comparison Chart
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DFSVX vs. LRSYX commentary
Jun 14, 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 LRSYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. LRSYX (361M). DFSVX pays higher dividends than LRSYX: DFSVX (1.65) vs LRSYX (0.22). DFSVX was incepted earlier than LRSYX: DFSVX (32 years) vs LRSYX (27 years). LRSYX (0.96) is less costly to investors than DFSVX (0.31). LRSYX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LRSYX: DFSVX (0) vs LRSYX (1000000). DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. LRSYX (-5.10). DFSVX return over 5 years is better than : 86.94 vs. LRSYX (36.88).
| DFSVX | LRSYX | DFSVX / LRSYX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | -6.462 | -6.724 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 361M | 4,211% |
| Annual Yield % from dividends | 1.65 | 0.22 | 755% |
| Returns for 1 year | 1.83 | -5.10 | -36% |
| Returns for 3 years | 19.38 | 18.75 | 103% |
| Returns for 5 years | 86.94 | 36.88 | 236% |
| Returns for 10 years | 30.89 | -35.69 | -87% |
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