DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
LRSVX
Price
$20.97
Change
+$0.12 (+0.58%)
Updated
Jul 3 closing price
Net Assets
379.49M
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DFSVX vs LRSVX

Header iconDFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVXBanner 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 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.

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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).
DFSVXLRSVXDFSVX / LRSVX
Total Expense Ratio0.310.8835%
Annual Report Gross Expense Ratio0.310.8835%
Fund Existence32 years10 years-
Gain YTD1.067-1.225-87%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets16.1B379M4,248%
Annual Yield % from dividends1.670.20816%
Returns for 1 year9.450.234,035%
Returns for 3 years32.8427.96117%
Returns for 5 years105.3045.00234%
Returns for 10 years45.10-29.68-152%
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