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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value F3
Price$22.63
Change-$0.23 (-1.01%)
VolumeN/A
CapitalizationN/A
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DFSVX vs LRSOX Comparison Chart
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DFSVX vs. LRSOX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LRSOX (412M). DFSVX pays higher dividends than LRSOX: DFSVX (1.44) vs LRSOX (0.26). DFSVX was incepted earlier than LRSOX: DFSVX (32 years) vs LRSOX (7 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. LRSOX annual gain was more profitable for investors over the last year : 21.11 vs. DFSVX (19.84). DFSVX return over 5 years is better than : 53.86 vs. LRSOX (8.22).
| DFSVX | LRSOX | DFSVX / LRSOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 7 years | - |
| Gain YTD | 7.846 | 10.682 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 412M | 4,053% |
| Annual Yield % from dividends | 1.44 | 0.26 | 557% |
| Returns for 1 year | 19.84 | 21.11 | 94% |
| Returns for 3 years | 13.38 | 4.04 | 331% |
| Returns for 5 years | 53.86 | 8.22 | 656% |
| Returns for 10 years | 39.64 | N/A | - |
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