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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
Lord Abbett Small Cap Value F3
Price$20.96
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets374.98M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX vs. LRSOX commentary
Jul 28, 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: 16B vs. LRSOX (375M). DFSVX pays higher dividends than LRSOX: DFSVX (1.67) 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 : 0.60 vs. LRSOX (-7.25). DFSVX return over 5 years is better than : 94.25 vs. LRSOX (40.60).
| 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 | 0.901 | -1.318 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16B | 375M | 4,267% |
| Annual Yield % from dividends | 1.67 | 0.20 | 818% |
| Returns for 1 year | 0.60 | -7.25 | -8% |
| Returns for 3 years | 27.09 | 23.78 | 114% |
| Returns for 5 years | 94.25 | 40.60 | 232% |
| Returns for 10 years | 50.73 | N/A | - |
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