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DFSVX vs LRSSX
DFSVX vs LRSSX Comparison
Open Charts DFSVX vs LRSSX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Lord Abbett Small Cap Value R4
Price$15.09
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets374.98M
DFSVX vs LRSSX Comparison Chart in %
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DFSVX vs. LRSSX commentary
Jul 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 Buy and LRSSX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. LRSSX (375M). DFSVX pays higher dividends than LRSSX: DFSVX (1.67) 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 : 0.60 vs. LRSSX (-10.00). DFSVX return over 5 years is better than : 94.25 vs. LRSSX (28.12).
| 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 | 0.901 | -1.501 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 375M | 4,267% |
| Annual Yield % from dividends | 1.67 | 0.03 | 6,186% |
| Returns for 1 year | 0.60 | -10.00 | -6% |
| Returns for 3 years | 27.09 | 18.07 | 150% |
| Returns for 5 years | 94.25 | 28.12 | 335% |
| Returns for 10 years | 50.73 | -43.40 | -117% |
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