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DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$44.21
Change-$1.33 (-2.92%)
VolumeN/A
Net Assets15.04B
Lord Abbett Small Cap Value I
Price$18.80
Change-$0.53 (-2.74%)
VolumeN/A
Net Assets357.98M
DFSVX vs LRSYX Comparison Chart
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DFSVX vs. LRSYX commentary
May 22, 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: 15B vs. LRSYX (358M). DFSVX pays higher dividends than LRSYX: DFSVX (1.75) vs LRSYX (0.23). 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 : -4.37 vs. LRSYX (-8.35). DFSVX return over 5 years is better than : 95.13 vs. LRSYX (43.83).
| 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 | -8.511 | -7.821 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 358M | 4,190% |
| Annual Yield % from dividends | 1.75 | 0.23 | 775% |
| Returns for 1 year | -4.37 | -8.35 | 52% |
| Returns for 3 years | 14.43 | 13.33 | 108% |
| Returns for 5 years | 95.13 | 43.83 | 217% |
| Returns for 10 years | 28.70 | -35.15 | -82% |
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