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DFSVX vs LRSTX
DFSVX vs LRSTX Comparison
Open Charts DFSVX vs LRSTX
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.
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).
| DFSVX | LRSTX | DFSVX / LRSTX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 1.067 | -1.238 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 379M | 4,248% |
| Annual Yield % from dividends | 1.67 | 0.21 | 811% |
| Returns for 1 year | 9.45 | 0.04 | 22,160% |
| Returns for 3 years | 32.84 | 27.53 | 119% |
| Returns for 5 years | 105.30 | 44.25 | 238% |
| Returns for 10 years | 45.10 | -30.47 | -148% |
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