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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
Lord Abbett Small Cap Value R6
Price$21.57
Change+$0.38 (+1.79%)
VolumeN/A
Net Assets382.01M
DFSVX vs LRSVX Comparison Chart in %
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DFSVX vs. LRSVX commentary
Sep 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 LRSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. LRSVX (382M). DFSVX pays higher dividends than LRSVX: DFSVX (1.52) vs LRSVX (0.19). DFSVX was incepted earlier than LRSVX: DFSVX (33 years) vs LRSVX (10 years). LRSVX (0.88) is less costly to investors than DFSVX (0.31). LRSVX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 11.40 vs. LRSVX (-1.82). DFSVX return over 5 years is better than : 94.21 vs. LRSVX (40.41).
| DFSVX | LRSVX | DFSVX / LRSVX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 6.765 | 1.602 | 422% |
| 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 | 0.19 | 781% |
| Returns for 1 year | 11.40 | -1.82 | -627% |
| Returns for 3 years | 35.36 | 28.66 | 123% |
| Returns for 5 years | 94.21 | 40.41 | 233% |
| Returns for 10 years | 64.86 | -22.62 | -287% |
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