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DFFVX vs LRSOX
DFFVX vs LRSOX Comparison
Open Charts DFFVX vs LRSOX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
Lord Abbett Small Cap Value F3
Price$20.75
Change-$0.28 (-1.33%)
VolumeN/A
Net Assets369.36M
DFFVX vs LRSOX Comparison Chart in %
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DFFVX vs. LRSOX commentary
Aug 18, 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 Hold and LRSOX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. LRSOX (369M). DFFVX pays higher dividends than LRSOX: DFFVX (1.62) vs LRSOX (0.20). 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 : 8.01 vs. LRSOX (-6.02). DFFVX return over 5 years is better than : 91.20 vs. LRSOX (31.52).
| 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 | 2.742 | -2.307 | -119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 369M | 3,604% |
| Annual Yield % from dividends | 1.62 | 0.20 | 809% |
| Returns for 1 year | 8.01 | -6.02 | -133% |
| Returns for 3 years | 20.63 | 11.75 | 176% |
| Returns for 5 years | 91.20 | 31.52 | 289% |
| Returns for 10 years | 66.57 | N/A | - |
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