Interact to see
Advertisement
Advertisement
DFFVX vs LRSOX
DFFVX vs LRSOX Comparison
Open Charts DFFVX vs LRSOX
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
Lord Abbett Small Cap Value F3
Price$21.81
Change+$0.77 (+3.66%)
VolumeN/A
Net Assets383.6M
DFFVX vs LRSOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. LRSOX commentary
Feb 04, 2026
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 DFFVX is a Buy and LRSOX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. LRSOX (384M). DFFVX pays higher dividends than LRSOX: DFFVX (1.58) vs LRSOX (0.36). DFFVX was incepted earlier than LRSOX: DFFVX (26 years) vs LRSOX (9 years). LRSOX (0.88) is less costly to investors than DFFVX (0.30). LRSOX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (10.00). DFFVX (0) and LRSOX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. LRSOX (2.93). DFFVX return over 5 years is better than : 62.65 vs. LRSOX (7.62).
| DFFVX | LRSOX | DFFVX / LRSOX | |
| Total Expense Ratio | 0.29 | 0.88 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.88 | 34% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 8.680 | 6.650 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 384M | 3,880% |
| Annual Yield % from dividends | 1.58 | 0.36 | 436% |
| Returns for 1 year | 17.44 | 2.93 | 595% |
| Returns for 3 years | 37.63 | 16.19 | 232% |
| Returns for 5 years | 62.65 | 7.62 | 823% |
| Returns for 10 years | 141.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HOOI | 10.05 | N/A | N/A |
| Defiance Leveraged Long Income Hood ETF | |||
| BSJU | 26.12 | -0.03 | -0.11% |
| Invesco BulletShares 2030 HY Corp Bd ETF | |||
| EWUS | 44.04 | -0.31 | -0.69% |
| iShares MSCI United Kingdom Small-Cp ETF | |||
| FVAL | 73.61 | -0.79 | -1.06% |
| Fidelity Value Factor ETF | |||
| BAGY | 31.85 | -0.71 | -2.18% |
| Amplify Bitcoin Max Income Cov Cll ETF | |||