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DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Lord Abbett Small Cap Value I
Price$20.48
Change-$0.27 (-1.30%)
VolumeN/A
Net Assets369.36M
DFSVX vs LRSYX Comparison Chart in %
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DFSVX vs. LRSYX 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 LRSYX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LRSYX (369M). DFSVX pays higher dividends than LRSYX: DFSVX (1.64) vs LRSYX (0.20). 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 : 5.62 vs. LRSYX (-6.18). DFSVX return over 5 years is better than : 80.15 vs. LRSYX (30.75).
| 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 | 1.483 | -2.337 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 369M | 4,363% |
| Annual Yield % from dividends | 1.64 | 0.20 | 811% |
| Returns for 1 year | 5.62 | -6.18 | -91% |
| Returns for 3 years | 16.09 | 11.45 | 140% |
| Returns for 5 years | 80.15 | 30.75 | 261% |
| Returns for 10 years | 50.63 | -29.99 | -169% |
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