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DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value I
Price$20.95
Change-$0.86 (-3.94%)
VolumeN/A
CapitalizationN/A
DFSVX vs LRSYX Comparison Chart
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DFSVX vs. LRSYX commentary
Dec 19, 2024
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: 16.9B vs. LRSYX (429M). DFSVX pays higher dividends than LRSYX: DFSVX (1.44) vs LRSYX (0.25). DFSVX was incepted earlier than LRSYX: DFSVX (32 years) vs LRSYX (27 years). LRSYX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). 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 : 15.68 vs. LRSYX (11.16). DFSVX return over 5 years is better than : 52.30 vs. LRSYX (15.41).
| DFSVX | LRSYX | DFSVX / LRSYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | 13.283 | 9.255 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 429M | 3,939% |
| Annual Yield % from dividends | 1.44 | 0.25 | 574% |
| Returns for 1 year | 15.68 | 11.16 | 140% |
| Returns for 3 years | 24.57 | 10.86 | 226% |
| Returns for 5 years | 52.30 | 15.41 | 339% |
| Returns for 10 years | 52.91 | -23.31 | -227% |
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