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DFFVX vs LRSOX
DFFVX vs LRSOX Comparison
Open Charts DFFVX vs LRSOX
DFA US Targeted Value I
Price$36.74
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.95B
Lord Abbett Small Cap Value F3
Price$21.60
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets381.85M
DFFVX vs LRSOX Comparison Chart in %
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DFFVX vs. LRSOX commentary
Sep 09, 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 DFFVX is a Buy and LRSOX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. LRSOX (382M). DFFVX pays higher dividends than LRSOX: DFFVX (1.50) vs LRSOX (0.19). DFFVX was incepted earlier than LRSOX: DFFVX (26 years) vs LRSOX (8 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 (7.00). DFFVX (0) and LRSOX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. LRSOX (-1.82). DFFVX return over 5 years is better than : 105.61 vs. LRSOX (40.39).
| 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 | 8 years | - |
| Gain YTD | 8.027 | 1.601 | 501% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 382M | 3,639% |
| Annual Yield % from dividends | 1.50 | 0.19 | 771% |
| Returns for 1 year | 13.85 | -1.82 | -762% |
| Returns for 3 years | 40.17 | 28.65 | 140% |
| Returns for 5 years | 105.61 | 40.39 | 261% |
| Returns for 10 years | 83.26 | N/A | - |
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