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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value F3
Price$21.22
Change-$0.87 (-3.94%)
VolumeN/A
CapitalizationN/A
DFSVX vs LRSOX Comparison Chart
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DFSVX vs. LRSOX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. LRSOX (429M). 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 : 15.68 vs. LRSOX (11.35). DFSVX return over 5 years is better than : 52.30 vs. LRSOX (16.08).
| 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 | 13.283 | 9.451 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.9B | 429M | 3,939% |
| Annual Yield % from dividends | 1.44 | 0.26 | 557% |
| Returns for 1 year | 15.68 | 11.35 | 138% |
| Returns for 3 years | 24.57 | 11.24 | 219% |
| Returns for 5 years | 52.30 | 16.08 | 325% |
| Returns for 10 years | 52.91 | N/A | - |
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