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DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$50.18
Change-$0.66 (-1.30%)
VolumeN/A
Net Assets16.53B
Lord Abbett Small Cap Value I
Price$20.70
Change-$0.22 (-1.05%)
VolumeN/A
Net Assets370.65M
DFSVX vs LRSYX Comparison Chart in %
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DFSVX vs. LRSYX commentary
Oct 08, 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: 16.5B vs. LRSYX (371M). DFSVX pays higher dividends than LRSYX: DFSVX (1.66) 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 : 6.58 vs. LRSYX (-5.08). DFSVX return over 5 years is better than : 84.66 vs. LRSYX (34.06).
| 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 | 4.858 | -0.238 | -2,037% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5B | 371M | 4,447% |
| Annual Yield % from dividends | 1.66 | 0.20 | 835% |
| Returns for 1 year | 6.58 | -5.08 | -130% |
| Returns for 3 years | 37.50 | 31.93 | 117% |
| Returns for 5 years | 84.66 | 34.06 | 249% |
| Returns for 10 years | 58.69 | -27.46 | -214% |
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