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DFFVX vs LRSOX
DFFVX vs LRSOX Comparison
Open Charts DFFVX vs LRSOX
DFA US Targeted Value I
Price$33.47
Change+$0.53 (+1.61%)
VolumeN/A
Net Assets12.72B
Lord Abbett Small Cap Value F3
Price$20.26
Change+$0.37 (+1.86%)
VolumeN/A
Net Assets361.06M
DFFVX vs LRSOX Comparison Chart in %
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DFFVX vs. LRSOX commentary
Jun 27, 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: 12.7B vs. LRSOX (361M). DFFVX pays higher dividends than LRSOX: DFFVX (1.62) 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 : 6.07 vs. LRSOX (-4.20). DFFVX return over 5 years is better than : 110.28 vs. LRSOX (43.31).
| 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 | -3.741 | -6.356 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 361M | 3,518% |
| Annual Yield % from dividends | 1.62 | 0.22 | 750% |
| Returns for 1 year | 6.07 | -4.20 | -145% |
| Returns for 3 years | 26.05 | 19.78 | 132% |
| Returns for 5 years | 110.28 | 43.31 | 255% |
| Returns for 10 years | 52.44 | N/A | - |
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