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DFFVX vs LRSOX
DFFVX vs LRSOX Comparison
Open Charts DFFVX vs LRSOX
DFA US Targeted Value I
Price$32.82
Change+$1.20 (+3.80%)
VolumeN/A
Net Assets12.26B
Lord Abbett Small Cap Value F3
Price$19.56
Change+$0.72 (+3.82%)
VolumeN/A
Net Assets343.93M
DFFVX vs LRSOX Comparison Chart
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DFFVX vs. LRSOX commentary
May 13, 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 DFFVX is a Buy and LRSOX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.3B vs. LRSOX (344M). DFFVX pays higher dividends than LRSOX: DFFVX (1.71) vs LRSOX (0.22). DFFVX was incepted earlier than LRSOX: DFFVX (25 years) vs LRSOX (8 years). LRSOX (0.88) is less costly to investors than DFFVX (0.30). LRSOX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). DFFVX (0) and LRSOX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -2.06 vs. LRSOX (-10.42). DFFVX return over 5 years is better than : 129.00 vs. LRSOX (54.95).
| DFFVX | LRSOX | DFFVX / LRSOX | |
| Total Expense Ratio | 0.29 | 0.88 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.88 | 34% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -7.598 | -11.299 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 344M | 3,576% |
| Annual Yield % from dividends | 1.71 | 0.22 | 768% |
| Returns for 1 year | -2.06 | -10.42 | 20% |
| Returns for 3 years | 16.69 | 8.04 | 208% |
| Returns for 5 years | 129.00 | 54.95 | 235% |
| Returns for 10 years | 44.59 | N/A | - |
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