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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$47.81
Change-$0.22 (-0.46%)
VolumeN/A
Net Assets15.82B
Lord Abbett Small Cap Value F3
Price$20.94
Change-$0.13 (-0.62%)
VolumeN/A
Net Assets375.53M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX vs. LRSOX commentary
Jul 20, 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: 15.8B vs. LRSOX (376M). DFSVX pays higher dividends than LRSOX: DFSVX (1.67) 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 : 0.39 vs. LRSOX (-6.39). DFSVX return over 5 years is better than : 94.20 vs. LRSOX (41.98).
| 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 | -0.576 | -1.412 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8B | 376M | 4,202% |
| Annual Yield % from dividends | 1.67 | 0.20 | 818% |
| Returns for 1 year | 0.39 | -6.39 | -6% |
| Returns for 3 years | 26.44 | 24.98 | 106% |
| Returns for 5 years | 94.20 | 41.98 | 224% |
| Returns for 10 years | 44.66 | N/A | - |
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