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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
Lord Abbett Small Cap Value F3
Price$20.85
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets364.61M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX vs. LRSOX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. LRSOX (365M). DFSVX pays higher dividends than LRSOX: DFSVX (1.66) vs LRSOX (0.20). DFSVX was incepted earlier than LRSOX: DFSVX (33 years) vs LRSOX (9 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 : 0.38 vs. LRSOX (-10.35). DFSVX return over 5 years is better than : 80.47 vs. LRSOX (32.50).
| DFSVX | LRSOX | DFSVX / LRSOX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 33 years | 9 years | - |
| Gain YTD | 2.475 | -2.260 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 365M | 4,356% |
| Annual Yield % from dividends | 1.66 | 0.20 | 846% |
| Returns for 1 year | 0.38 | -10.35 | -4% |
| Returns for 3 years | 28.43 | 24.13 | 118% |
| Returns for 5 years | 80.47 | 32.50 | 248% |
| Returns for 10 years | 55.60 | N/A | - |
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