DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
LRSTX
Price
$20.74
Change
+$0.12 (+0.58%)
Updated
Jul 3 closing price
Net Assets
379.49M
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DFSVX vs LRSTX

Header iconDFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTXBanner chart's image
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Lord Abbett Small Cap Value R5
Price$20.74
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets379.49M
DFSVX vs LRSTX Comparison Chart in %
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DFSVX vs. LRSTX commentary
Jul 07, 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 LRSTX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LRSTX (379M). DFSVX pays higher dividends than LRSTX: DFSVX (1.67) vs LRSTX (0.21). DFSVX was incepted earlier than LRSTX: DFSVX (32 years) vs LRSTX (10 years). LRSTX (0.96) is less costly to investors than DFSVX (0.31). LRSTX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. LRSTX (0.04). DFSVX return over 5 years is better than : 105.30 vs. LRSTX (44.25).
DFSVXLRSTXDFSVX / LRSTX
Total Expense Ratio0.310.9632%
Annual Report Gross Expense Ratio0.310.9632%
Fund Existence32 years10 years-
Gain YTD1.067-1.238-86%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B379M4,248%
Annual Yield % from dividends1.670.21811%
Returns for 1 year9.450.0422,160%
Returns for 3 years32.8427.53119%
Returns for 5 years105.3044.25238%
Returns for 10 years45.10-30.47-148%
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