Ad is loading...
DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$41.99
Change-$0.15 (-0.36%)
VolumeN/A
Net Assets14.02B
Lord Abbett Small Cap Value I
Price$18.10
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets337.08M
DFSVX vs LRSYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFSVX vs. LRSYX commentary
Apr 26, 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: 14B vs. LRSYX (337M). DFSVX pays higher dividends than LRSYX: DFSVX (1.65) vs LRSYX (0.22). DFSVX was incepted earlier than LRSYX: DFSVX (32 years) vs LRSYX (27 years). LRSYX (0.94) 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 : -4.92 vs. LRSYX (-9.77). DFSVX return over 5 years is better than : 100.47 vs. LRSYX (48.33).
| DFSVX | LRSYX | DFSVX / LRSYX | |
| Total Expense Ratio | 0.31 | 0.94 | 33% |
| Annual Report Gross Expense Ratio | 0.31 | 0.94 | 33% |
| Fund Existence | 32 years | 27 years | - |
| Gain YTD | -13.105 | -13.543 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 337M | 4,154% |
| Annual Yield % from dividends | 1.65 | 0.22 | 763% |
| Returns for 1 year | -4.92 | -9.77 | 50% |
| Returns for 3 years | 6.19 | 0.73 | 847% |
| Returns for 5 years | 100.47 | 48.33 | 208% |
| Returns for 10 years | 22.30 | -39.61 | -56% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers