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DFSVX vs LRSPX
DFSVX vs LRSPX Comparison
Open Charts DFSVX vs LRSPX
DFA US Small Cap Value I
Price$55.26
Change+$0.64 (+1.17%)
VolumeN/A
Net Assets17.46B
Lord Abbett Small Cap Value P
Price$13.64
Change+$0.20 (+1.49%)
VolumeN/A
Net Assets380.06M
DFSVX vs LRSPX Comparison Chart in %
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DFSVX vs. LRSPX commentary
Jan 17, 2026
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 LRSPX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. LRSPX (380M). DFSVX pays higher dividends than LRSPX: DFSVX (1.69) vs LRSPX (0.15). DFSVX was incepted earlier than LRSPX: DFSVX (33 years) vs LRSPX (27 years). LRSPX (1.41) is less costly to investors than DFSVX (0.31). LRSPX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSPX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 13.10 vs. LRSPX (-1.16). DFSVX return over 5 years is better than : 57.21 vs. LRSPX (-7.07).
| DFSVX | LRSPX | DFSVX / LRSPX | |
| Total Expense Ratio | 0.31 | 1.41 | 22% |
| Annual Report Gross Expense Ratio | 0.31 | 1.41 | 22% |
| Fund Existence | 33 years | 27 years | - |
| Gain YTD | 7.010 | 6.563 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5B | 380M | 4,605% |
| Annual Yield % from dividends | 1.69 | 0.15 | 1,127% |
| Returns for 1 year | 13.10 | -1.16 | -1,134% |
| Returns for 3 years | 39.14 | 12.99 | 301% |
| Returns for 5 years | 57.21 | -7.07 | -809% |
| Returns for 10 years | 117.09 | -24.83 | -472% |
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