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DFSVX vs LRSSX
DFSVX vs LRSSX Comparison
Open Charts DFSVX vs LRSSX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Lord Abbett Small Cap Value R4
Price$15.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets381.85M
DFSVX vs LRSSX Comparison Chart in %
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DFSVX vs. LRSSX commentary
Sep 09, 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: 16.8B vs. LRSSX (382M). DFSVX pays higher dividends than LRSSX: DFSVX (1.52) vs LRSSX (0.03). DFSVX was incepted earlier than LRSSX: DFSVX (33 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 : 11.40 vs. LRSSX (-4.76). DFSVX return over 5 years is better than : 94.21 vs. LRSSX (27.96).
| DFSVX | LRSSX | DFSVX / LRSSX | |
| Total Expense Ratio | 0.31 | 1.21 | 26% |
| Annual Report Gross Expense Ratio | 0.31 | 1.21 | 26% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 6.765 | 1.371 | 494% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 382M | 4,398% |
| Annual Yield % from dividends | 1.52 | 0.03 | 5,913% |
| Returns for 1 year | 11.40 | -4.76 | -239% |
| Returns for 3 years | 35.36 | 22.66 | 156% |
| Returns for 5 years | 94.21 | 27.96 | 337% |
| Returns for 10 years | 64.86 | -38.97 | -166% |
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