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DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
Lord Abbett Small Cap Value I
Price$20.70
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets379.49M
DFSVX vs LRSYX Comparison Chart in %
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DFSVX vs. LRSYX 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 LRSYX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LRSYX (379M). DFSVX pays higher dividends than LRSYX: DFSVX (1.67) vs LRSYX (0.21). DFSVX was incepted earlier than LRSYX: DFSVX (32 years) vs LRSYX (28 years). LRSYX (0.96) is less costly to investors than DFSVX (0.31). LRSYX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than LRSYX: DFSVX (0) vs LRSYX (1000000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. LRSYX (0.04). DFSVX return over 5 years is better than : 105.30 vs. LRSYX (44.16).
| DFSVX | LRSYX | DFSVX / LRSYX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 32 years | 28 years | - |
| Gain YTD | 1.067 | -1.288 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 379M | 4,248% |
| Annual Yield % from dividends | 1.67 | 0.21 | 808% |
| Returns for 1 year | 9.45 | 0.04 | 21,937% |
| Returns for 3 years | 32.84 | 27.52 | 119% |
| Returns for 5 years | 105.30 | 44.16 | 238% |
| Returns for 10 years | 45.10 | -30.62 | -147% |
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