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DFSVX vs LRSRX
DFSVX vs LRSRX Comparison
Open Charts DFSVX vs LRSRX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Lord Abbett Small Cap Value R3
Price$13.13
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets371.88M
DFSVX vs LRSRX Comparison Chart in %
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DFSVX vs. LRSRX 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 LRSRX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LRSRX (372M). DFSVX pays higher dividends than LRSRX: DFSVX (1.62) vs LRSRX (0.00). 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 (12.00). DFSVX (0) and LRSRX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 8.55 vs. LRSRX (-5.68). DFSVX return over 5 years is better than : 62.34 vs. LRSRX (-4.16).
| 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 | 9.622 | -4.578 | -210% |
| 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 | -5.68 | -151% |
| Returns for 3 years | 39.26 | 14.87 | 264% |
| Returns for 5 years | 62.34 | -4.16 | -1,498% |
| Returns for 10 years | 79.11 | -36.04 | -219% |
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