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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$46.63
Change+$0.77 (+1.68%)
VolumeN/A
Net Assets15.14B
Lord Abbett Small Cap Value F3
Price$20.26
Change+$0.37 (+1.86%)
VolumeN/A
Net Assets361.06M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX vs. LRSOX commentary
Jun 27, 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: 15.1B vs. LRSOX (361M). DFSVX pays higher dividends than LRSOX: DFSVX (1.65) vs LRSOX (0.22). 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 : 3.57 vs. LRSOX (-4.20). DFSVX return over 5 years is better than : 99.23 vs. LRSOX (43.31).
| 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 | -5.096 | -6.356 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1B | 361M | 4,183% |
| Annual Yield % from dividends | 1.65 | 0.22 | 765% |
| Returns for 1 year | 3.57 | -4.20 | -85% |
| Returns for 3 years | 21.77 | 19.78 | 110% |
| Returns for 5 years | 99.23 | 43.31 | 229% |
| Returns for 10 years | 35.33 | N/A | - |
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