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DFSVX vs LRSVX
DFSVX vs LRSVX Comparison
Open Charts DFSVX vs LRSVX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Lord Abbett Small Cap Value R6
Price$20.75
Change-$0.27 (-1.28%)
VolumeN/A
Net Assets369.36M
DFSVX vs LRSVX Comparison Chart in %
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DFSVX vs. LRSVX commentary
Aug 18, 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 StrongBuy and LRSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LRSVX (369M). DFSVX pays higher dividends than LRSVX: DFSVX (1.64) 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 : 5.62 vs. LRSVX (-6.02). DFSVX return over 5 years is better than : 80.15 vs. LRSVX (31.52).
| 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 | 1.483 | -2.261 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 369M | 4,363% |
| Annual Yield % from dividends | 1.64 | 0.20 | 819% |
| Returns for 1 year | 5.62 | -6.02 | -93% |
| Returns for 3 years | 16.09 | 11.81 | 136% |
| Returns for 5 years | 80.15 | 31.52 | 254% |
| Returns for 10 years | 50.63 | -29.06 | -174% |
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