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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
Lord Abbett Small Cap Value F3
Price$19.44
Change-$0.38 (-1.92%)
VolumeN/A
Net Assets354.12M
DFSVX vs LRSOX Comparison Chart
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DFSVX vs. LRSOX commentary
Jun 16, 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: 14.9B vs. LRSOX (354M). DFSVX pays higher dividends than LRSOX: DFSVX (1.65) vs LRSOX (0.22). DFSVX was incepted earlier than LRSOX: DFSVX (32 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 : 1.83 vs. LRSOX (-6.77). DFSVX return over 5 years is better than : 86.94 vs. LRSOX (35.07).
| DFSVX | LRSOX | DFSVX / LRSOX | |
| Total Expense Ratio | 0.31 | 0.88 | 35% |
| Annual Report Gross Expense Ratio | 0.31 | 0.88 | 35% |
| Fund Existence | 32 years | 8 years | - |
| Gain YTD | -6.462 | -8.475 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 354M | 4,209% |
| Annual Yield % from dividends | 1.65 | 0.22 | 765% |
| Returns for 1 year | 1.83 | -6.77 | -27% |
| Returns for 3 years | 19.38 | 16.86 | 115% |
| Returns for 5 years | 86.94 | 35.07 | 248% |
| Returns for 10 years | 30.89 | N/A | - |
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