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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$51.24
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.85B
Lord Abbett Small Cap Value F3
Price$21.60
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets381.85M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX 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 DFSVX is a Buy and LRSOX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. LRSOX (382M). 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 : 11.40 vs. LRSOX (-1.82). DFSVX return over 5 years is better than : 94.21 vs. LRSOX (40.39).
| 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 | 6.765 | 1.601 | 423% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 382M | 4,398% |
| Annual Yield % from dividends | 1.52 | 0.19 | 783% |
| Returns for 1 year | 11.40 | -1.82 | -628% |
| Returns for 3 years | 35.36 | 28.65 | 123% |
| Returns for 5 years | 94.21 | 40.39 | 233% |
| Returns for 10 years | 64.86 | N/A | - |
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