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DFSVX vs LRSSX
DFSVX vs LRSSX Comparison
Open Charts DFSVX vs LRSSX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Lord Abbett Small Cap Value R4
Price$14.00
Change-$0.27 (-1.89%)
VolumeN/A
Net Assets354.12M
DFSVX vs LRSSX Comparison Chart
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DFSVX vs. LRSSX commentary
Jun 15, 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 LRSSX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. LRSSX (354M). DFSVX pays higher dividends than LRSSX: DFSVX (1.65) vs LRSSX (0.03). DFSVX was incepted earlier than LRSSX: DFSVX (32 years) vs LRSSX (10 years). LRSSX (1.21) is less costly to investors than DFSVX (0.31). LRSSX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSSX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. LRSSX (-9.54). DFSVX return over 5 years is better than : 86.94 vs. LRSSX (23.03).
| DFSVX | LRSSX | DFSVX / LRSSX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -6.462 | -8.616 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 354M | 4,209% |
| Annual Yield % from dividends | 1.65 | 0.03 | 5,797% |
| Returns for 1 year | 1.83 | -9.54 | -19% |
| Returns for 3 years | 19.38 | 11.46 | 169% |
| Returns for 5 years | 86.94 | 23.03 | 377% |
| Returns for 10 years | 30.89 | N/A | - |
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