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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Lord Abbett Small Cap Value R6
Price$20.97
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets379.49M
DFSVX vs LRSVX Comparison Chart in %
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DFSVX vs. LRSVX 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 LRSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LRSVX (379M). DFSVX pays higher dividends than LRSVX: DFSVX (1.67) vs LRSVX (0.20). DFSVX was incepted earlier than LRSVX: DFSVX (32 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 : 9.45 vs. LRSVX (0.23). DFSVX return over 5 years is better than : 105.30 vs. LRSVX (45.00).
| DFSVX | LRSVX | DFSVX / LRSVX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 1.067 | -1.225 | -87% |
| 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 | 0.20 | 816% |
| Returns for 1 year | 9.45 | 0.23 | 4,035% |
| Returns for 3 years | 32.84 | 27.96 | 117% |
| Returns for 5 years | 105.30 | 45.00 | 234% |
| Returns for 10 years | 45.10 | -29.68 | -152% |
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