Interact to see
Advertisement
Advertisement
DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
Lord Abbett Small Cap Value I
Price$19.85
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets347.96M
DFSVX vs LRSYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LRSYX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. LRSYX (348M). DFSVX pays higher dividends than LRSYX: DFSVX (1.69) vs LRSYX (0.20). DFSVX was incepted earlier than LRSYX: DFSVX (33 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 : -3.00 vs. LRSYX (-15.86). DFSVX return over 5 years is better than : 61.32 vs. LRSYX (14.79).
| DFSVX | LRSYX | DFSVX / LRSYX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 1.159 | -5.484 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7B | 348M | 4,511% |
| Annual Yield % from dividends | 1.69 | 0.20 | 833% |
| Returns for 1 year | -3.00 | -15.86 | 19% |
| Returns for 3 years | 17.38 | 14.15 | 123% |
| Returns for 5 years | 61.32 | 14.79 | 415% |
| Returns for 10 years | 53.46 | -32.32 | -165% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement