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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
Lord Abbett Small Cap Value F3
Price$20.58
Change-$0.32 (-1.53%)
VolumeN/A
Net Assets363.54M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX vs. LRSOX commentary
Nov 14, 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 Hold and LRSOX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. LRSOX (364M). DFSVX pays higher dividends than LRSOX: DFSVX (1.69) vs LRSOX (0.20). DFSVX was incepted earlier than LRSOX: DFSVX (33 years) vs LRSOX (9 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 : -1.72 vs. LRSOX (-14.15). DFSVX return over 5 years is better than : 70.67 vs. LRSOX (23.06).
| 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 | 9 years | - |
| Gain YTD | 4.670 | -1.601 | -292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.9B | 364M | 4,368% |
| Annual Yield % from dividends | 1.69 | 0.20 | 843% |
| Returns for 1 year | -1.72 | -14.15 | 12% |
| Returns for 3 years | 20.64 | 17.97 | 115% |
| Returns for 5 years | 70.67 | 23.06 | 306% |
| Returns for 10 years | 63.06 | N/A | - |
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