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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$52.46
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.73B
Lord Abbett Small Cap Value F3
Price$20.84
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets372.05M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX vs. LRSOX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. LRSOX (372M). DFSVX pays higher dividends than LRSOX: DFSVX (1.62) 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 : 8.55 vs. LRSOX (-3.02). DFSVX return over 5 years is better than : 62.34 vs. LRSOX (11.78).
| 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 | 9.622 | -1.883 | -511% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 372M | 4,489% |
| Annual Yield % from dividends | 1.62 | 0.20 | 829% |
| Returns for 1 year | 8.55 | -3.02 | -283% |
| Returns for 3 years | 39.26 | 24.11 | 163% |
| Returns for 5 years | 62.34 | 11.78 | 529% |
| Returns for 10 years | 79.11 | N/A | - |
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