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DFSVX vs LRSQX
DFSVX vs LRSQX Comparison
Open Charts DFSVX vs LRSQX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Lord Abbett Small Cap Value R2
Price$12.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets371.88M
DFSVX vs LRSQX Comparison Chart in %
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DFSVX vs. LRSQX commentary
Dec 28, 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 Hold and LRSQX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LRSQX (372M). DFSVX pays higher dividends than LRSQX: DFSVX (1.62) vs LRSQX (0.00). DFSVX was incepted earlier than LRSQX: DFSVX (33 years) vs LRSQX (18 years). LRSQX (1.56) is less costly to investors than DFSVX (0.31). LRSQX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSQX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 8.55 vs. LRSQX (-5.96). DFSVX return over 5 years is better than : 62.34 vs. LRSQX (-5.68).
| DFSVX | LRSQX | DFSVX / LRSQX | |
| Total Expense Ratio | 0.31 | 1.56 | 20% |
| Annual Report Gross Expense Ratio | 0.31 | 1.56 | 20% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 9.622 | -4.827 | -199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 372M | 4,489% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 8.55 | -5.96 | -143% |
| Returns for 3 years | 39.26 | 13.90 | 283% |
| Returns for 5 years | 62.34 | -5.68 | -1,097% |
| Returns for 10 years | 79.11 | -38.05 | -208% |
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