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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.34B
Lord Abbett Small Cap Value F3
Price$17.59
Change+$0.18 (+1.03%)
VolumeN/A
Net Assets316.52M
DFSVX vs LRSOX Comparison Chart
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DFSVX vs. LRSOX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. LRSOX (317M). DFSVX pays higher dividends than LRSOX: DFSVX (1.65) vs LRSOX (0.21). 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 : -5.30 vs. LRSOX (-12.61). DFSVX return over 5 years is better than : 92.30 vs. LRSOX (39.56).
| 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 | -16.002 | -18.032 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 317M | 4,196% |
| Annual Yield % from dividends | 1.65 | 0.21 | 772% |
| Returns for 1 year | -5.30 | -12.61 | 42% |
| Returns for 3 years | -1.94 | -8.49 | 23% |
| Returns for 5 years | 92.30 | 39.56 | 233% |
| Returns for 10 years | 18.26 | N/A | - |
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