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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.69B
Lord Abbett Small Cap Value F3
Price$21.66
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets401.38M
DFSVX vs LRSOX Comparison Chart
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DFSVX vs. LRSOX commentary
Jan 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 Hold and LRSOX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LRSOX (401M). 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. DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. LRSOX (11.34). DFSVX return over 5 years is better than : 51.83 vs. LRSOX (12.94).
| 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 | 2.948 | 1.977 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 401M | 4,165% |
| Annual Yield % from dividends | 1.44 | 0.26 | 557% |
| Returns for 1 year | 17.38 | 11.34 | 153% |
| Returns for 3 years | 16.94 | 4.74 | 358% |
| Returns for 5 years | 51.83 | 12.94 | 400% |
| Returns for 10 years | 57.77 | N/A | - |
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