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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$50.27
Change-$0.42 (-0.83%)
VolumeN/A
Net Assets16.56B
Lord Abbett Small Cap Value F3
Price$21.03
Change-$0.19 (-0.90%)
VolumeN/A
Net Assets374.22M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX vs. LRSOX commentary
Sep 26, 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: 16.6B vs. LRSOX (374M). DFSVX pays higher dividends than LRSOX: DFSVX (1.52) vs LRSOX (0.19). DFSVX was incepted earlier than LRSOX: DFSVX (33 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 : 7.73 vs. LRSOX (-4.92). DFSVX return over 5 years is better than : 107.90 vs. LRSOX (49.69).
| DFSVX | LRSOX | DFSVX / LRSOX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 33 years | 8 years | - |
| Gain YTD | 5.413 | -0.094 | -5,749% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 374M | 4,439% |
| Annual Yield % from dividends | 1.52 | 0.19 | 783% |
| Returns for 1 year | 7.73 | -4.92 | -157% |
| Returns for 3 years | 43.68 | 37.21 | 117% |
| Returns for 5 years | 107.90 | 49.69 | 217% |
| Returns for 10 years | 72.46 | N/A | - |
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