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DFSVX vs LRSYX
DFSVX vs LRSYX Comparison
Open Charts DFSVX vs LRSYX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Lord Abbett Small Cap Value I
Price$20.58
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets366.08M
DFSVX vs LRSYX Comparison Chart in %
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DFSVX vs. LRSYX commentary
Oct 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. LRSYX (366M). DFSVX pays higher dividends than LRSYX: DFSVX (1.66) vs LRSYX (0.20). DFSVX was incepted earlier than LRSYX: DFSVX (33 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 : 0.38 vs. LRSYX (-10.08). DFSVX return over 5 years is better than : 80.47 vs. LRSYX (32.30).
| DFSVX | LRSYX | DFSVX / LRSYX | |
| Total Expense Ratio | 0.31 | 0.96 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 0.96 | 32% |
| Fund Existence | 33 years | 28 years | - |
| Gain YTD | 2.475 | -1.860 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 366M | 4,344% |
| Annual Yield % from dividends | 1.66 | 0.20 | 835% |
| Returns for 1 year | 0.38 | -10.08 | -4% |
| Returns for 3 years | 28.43 | 24.35 | 117% |
| Returns for 5 years | 80.47 | 32.30 | 249% |
| Returns for 10 years | 55.60 | -28.64 | -194% |
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