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DFSVX vs LRSRX
DFSVX vs LRSRX Comparison
Open Charts DFSVX vs LRSRX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Lord Abbett Small Cap Value R3
Price$13.73
Change+$0.16 (+1.18%)
VolumeN/A
Net Assets383.6M
DFSVX vs LRSRX Comparison Chart in %
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DFSVX vs. LRSRX commentary
Feb 05, 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 Buy and LRSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. LRSRX (384M). DFSVX pays higher dividends than LRSRX: DFSVX (1.58) vs LRSRX (0.14). DFSVX was incepted earlier than LRSRX: DFSVX (33 years) vs LRSRX (18 years). LRSRX (1.46) is less costly to investors than DFSVX (0.31). LRSRX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (7.00). DFSVX (0) and LRSRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. LRSRX (-0.14). DFSVX return over 5 years is better than : 55.54 vs. LRSRX (-7.96).
| DFSVX | LRSRX | DFSVX / LRSRX | |
| Total Expense Ratio | 0.31 | 1.46 | 21% |
| Annual Report Gross Expense Ratio | 0.31 | 1.46 | 21% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 9.431 | 6.599 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 384M | 4,661% |
| Annual Yield % from dividends | 1.58 | 0.14 | 1,117% |
| Returns for 1 year | 17.52 | -0.14 | -12,324% |
| Returns for 3 years | 35.91 | 7.26 | 495% |
| Returns for 5 years | 55.54 | -7.96 | -698% |
| Returns for 10 years | 121.92 | -24.37 | -500% |
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