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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$51.60
Change-$0.25 (-0.48%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value F3
Price$24.27
Change-$0.12 (-0.49%)
VolumeN/A
CapitalizationN/A
DFSVX vs LRSOX Comparison Chart
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DFSVX vs. LRSOX commentary
Nov 14, 2024
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: 17.8B vs. LRSOX (433M). DFSVX pays higher dividends than LRSOX: DFSVX (1.44) vs LRSOX (0.26). DFSVX was incepted earlier than LRSOX: DFSVX (32 years) vs LRSOX (8 years). LRSOX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (25.00). DFSVX (0) and LRSOX (0) have matching initial minimum investment requirements. LRSOX annual gain was more profitable for investors over the last year : 38.73 vs. DFSVX (33.78). DFSVX return over 5 years is better than : 60.38 vs. LRSOX (14.98).
| DFSVX | LRSOX | DFSVX / LRSOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | 16.702 | 20.623 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8B | 433M | 4,111% |
| Annual Yield % from dividends | 1.44 | 0.26 | 557% |
| Returns for 1 year | 33.78 | 38.73 | 87% |
| Returns for 3 years | 9.15 | 0.97 | 941% |
| Returns for 5 years | 60.38 | 14.98 | 403% |
| Returns for 10 years | 50.61 | N/A | - |
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