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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$45.61
Change+$1.71 (+3.90%)
VolumeN/A
Net Assets14.56B
Lord Abbett Small Cap Value F3
Price$19.56
Change+$0.72 (+3.82%)
VolumeN/A
Net Assets343.93M
DFSVX vs LRSOX Comparison Chart
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DFSVX 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 DFSVX is a Buy and LRSOX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.6B vs. LRSOX (344M). DFSVX pays higher dividends than LRSOX: DFSVX (1.75) vs LRSOX (0.22). DFSVX was incepted earlier than LRSOX: DFSVX (32 years) vs LRSOX (8 years). LRSOX (0.88) is less costly to investors than DFSVX (0.31). LRSOX is a more actively managed with annual turnover of: 42.00 vs. DFSVX (12.00). DFSVX (0) and LRSOX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -4.16 vs. LRSOX (-10.42). DFSVX return over 5 years is better than : 115.86 vs. LRSOX (54.95).
| DFSVX | LRSOX | DFSVX / LRSOX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -9.153 | -11.299 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.6B | 344M | 4,244% |
| Annual Yield % from dividends | 1.75 | 0.22 | 784% |
| Returns for 1 year | -4.16 | -10.42 | 40% |
| Returns for 3 years | 12.56 | 8.04 | 156% |
| Returns for 5 years | 115.86 | 54.95 | 211% |
| Returns for 10 years | 28.22 | N/A | - |
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