Interact to see
Advertisement
Advertisement
DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$48.53
Change+$0.19 (+0.39%)
VolumeN/A
Net Assets16.18B
Lord Abbett Small Cap Value I
Price$20.73
Change+$0.13 (+0.63%)
VolumeN/A
Net Assets376.66M
DFSVX vs LRSYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LRSYX commentary
Jul 11, 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 LRSYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. LRSYX (377M). DFSVX pays higher dividends than LRSYX: DFSVX (1.67) vs LRSYX (0.21). DFSVX was incepted earlier than LRSYX: DFSVX (32 years) vs LRSYX (28 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 : 10.35 vs. LRSYX (0.58). DFSVX return over 5 years is better than : 105.35 vs. LRSYX (45.88).
| 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 | 28 years | - |
| Gain YTD | 0.526 | -1.764 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 377M | 4,297% |
| Annual Yield % from dividends | 1.67 | 0.21 | 808% |
| Returns for 1 year | 10.35 | 0.58 | 1,789% |
| Returns for 3 years | 32.52 | 26.59 | 122% |
| Returns for 5 years | 105.35 | 45.88 | 230% |
| Returns for 10 years | 44.57 | -30.98 | -144% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers