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DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Lord Abbett Small Cap Value I
Price$21.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets382.01M
DFSVX vs LRSYX Comparison Chart in %
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DFSVX vs. LRSYX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. LRSYX (382M). DFSVX pays higher dividends than LRSYX: DFSVX (1.52) 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 : 11.40 vs. LRSYX (-1.93). DFSVX return over 5 years is better than : 94.21 vs. LRSYX (39.59).
| 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 | 6.765 | 1.574 | 430% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 382M | 4,398% |
| Annual Yield % from dividends | 1.52 | 0.20 | 773% |
| Returns for 1 year | 11.40 | -1.93 | -591% |
| Returns for 3 years | 35.36 | 28.31 | 125% |
| Returns for 5 years | 94.21 | 39.59 | 238% |
| Returns for 10 years | 64.86 | -23.59 | -275% |
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