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DFSVX vs LRSOX
DFSVX vs LRSOX Comparison
Open Charts DFSVX vs LRSOX
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
Lord Abbett Small Cap Value F3
Price$21.81
Change+$0.77 (+3.66%)
VolumeN/A
Net Assets383.6M
DFSVX vs LRSOX Comparison Chart in %
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DFSVX vs. LRSOX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. LRSOX (384M). DFSVX pays higher dividends than LRSOX: DFSVX (1.58) vs LRSOX (0.36). 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 (7.00). DFSVX (0) and LRSOX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. LRSOX (2.93). DFSVX return over 5 years is better than : 55.54 vs. LRSOX (7.62).
| 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 | 9.431 | 6.650 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.9B | 384M | 4,661% |
| Annual Yield % from dividends | 1.58 | 0.36 | 435% |
| Returns for 1 year | 17.52 | 2.93 | 598% |
| Returns for 3 years | 35.91 | 16.19 | 222% |
| Returns for 5 years | 55.54 | 7.62 | 729% |
| Returns for 10 years | 121.92 | N/A | - |
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