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DFSVX vs LRSTX
DFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Lord Abbett Small Cap Value R5
Price$21.55
Change+$0.75 (+3.61%)
VolumeN/A
Net Assets384.78M
DFSVX vs LRSTX Comparison Chart in %
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DFSVX vs. LRSTX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. LRSTX (385M). DFSVX pays higher dividends than LRSTX: DFSVX (1.58) vs LRSTX (0.37). DFSVX was incepted earlier than LRSTX: DFSVX (33 years) vs LRSTX (11 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 (7.00). DFSVX (0) and LRSTX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. LRSTX (2.87). DFSVX return over 5 years is better than : 55.54 vs. LRSTX (6.99).
| DFSVX | LRSTX | DFSVX / LRSTX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 33 years | 11 years | - |
| Gain YTD | 9.431 | 6.683 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 385M | 4,649% |
| Annual Yield % from dividends | 1.58 | 0.37 | 425% |
| Returns for 1 year | 17.52 | 2.87 | 610% |
| Returns for 3 years | 35.91 | 15.85 | 227% |
| Returns for 5 years | 55.54 | 6.99 | 795% |
| Returns for 10 years | 121.92 | 2.96 | 4,118% |
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