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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
Lord Abbett Small Cap Value F3
Price$20.75
Change-$0.28 (-1.33%)
VolumeN/A
Net Assets369.36M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX 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 DFSVX is a StrongBuy and LRSOX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. LRSOX (369M). DFSVX pays higher dividends than LRSOX: DFSVX (1.64) vs LRSOX (0.20). 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 : 5.62 vs. LRSOX (-6.02). DFSVX return over 5 years is better than : 80.15 vs. LRSOX (31.52).
| 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 | 1.483 | -2.307 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.1B | 369M | 4,363% |
| Annual Yield % from dividends | 1.64 | 0.20 | 821% |
| Returns for 1 year | 5.62 | -6.02 | -93% |
| Returns for 3 years | 16.09 | 11.75 | 137% |
| Returns for 5 years | 80.15 | 31.52 | 254% |
| Returns for 10 years | 50.63 | N/A | - |
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