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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$47.04
Change-$0.11 (-0.23%)
VolumeN/A
Net Assets15.53B
Lord Abbett Small Cap Value F3
Price$20.27
Change-$0.08 (-0.39%)
VolumeN/A
Net Assets362.96M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX vs. LRSOX commentary
Aug 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: 15.5B vs. LRSOX (363M). DFSVX pays higher dividends than LRSOX: DFSVX (1.64) vs LRSOX (0.20). 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 : 4.25 vs. LRSOX (-5.66). DFSVX return over 5 years is better than : 73.17 vs. LRSOX (27.94).
| 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 | -2.177 | -4.190 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5B | 363M | 4,270% |
| Annual Yield % from dividends | 1.64 | 0.20 | 821% |
| Returns for 1 year | 4.25 | -5.66 | -75% |
| Returns for 3 years | 12.67 | 10.48 | 121% |
| Returns for 5 years | 73.17 | 27.94 | 262% |
| Returns for 10 years | 44.90 | N/A | - |
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