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DFSVX vs LSRCX
DFSVX vs LSRCX Comparison
Open Charts DFSVX vs LSRCX
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value C
Price$3.68
Change-$0.03 (-0.81%)
VolumeN/A
CapitalizationN/A
DFSVX vs LSRCX Comparison Chart
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DFSVX vs. LSRCX commentary
Nov 18, 2024
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 LSRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. LSRCX (422M). DFSVX pays higher dividends than LSRCX: DFSVX (1.44) vs LSRCX (0.66). DFSVX was incepted earlier than LSRCX: DFSVX (32 years) vs LSRCX (28 years). LSRCX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than LSRCX: DFSVX (0) vs LSRCX (1000). LSRCX annual gain was more profitable for investors over the last year : 30.96 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. LSRCX (-54.84).
| DFSVX | LSRCX | DFSVX / LSRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 14.541 | 16.825 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4B | 422M | 4,123% |
| Annual Yield % from dividends | 1.44 | 0.66 | 218% |
| Returns for 1 year | 26.86 | 30.96 | 87% |
| Returns for 3 years | 7.13 | -45.56 | -16% |
| Returns for 5 years | 56.90 | -54.84 | -104% |
| Returns for 10 years | 48.27 | -86.28 | -56% |
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