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DFFVX vs LMVOX
DFFVX vs LMVOX Comparison
Open Charts DFFVX vs LMVOX
DFA US Targeted Value I
Price$31.85
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets12.36B
Lord Abbett Focused Small Cap Value F3
Price$26.30
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets84.01M
DFFVX vs LMVOX Comparison Chart
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DFFVX vs. LMVOX commentary
May 23, 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 DFFVX is a Buy and LMVOX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. LMVOX (84M). DFFVX pays higher dividends than LMVOX: DFFVX (1.71) vs LMVOX (0.00). DFFVX was incepted earlier than LMVOX: DFFVX (25 years) vs LMVOX (6 years). LMVOX (1.06) is less costly to investors than DFFVX (0.30). LMVOX is a more actively managed with annual turnover of: 57.00 vs. DFFVX (7.00). DFFVX (0) and LMVOX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -1.47 vs. LMVOX (-10.45). DFFVX return over 5 years is better than : 108.13 vs. LMVOX (56.22).
| DFFVX | LMVOX | DFFVX / LMVOX | |
| Total Expense Ratio | 0.29 | 0.99 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.06 | 28% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -6.926 | -11.648 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 84M | 14,762% |
| Annual Yield % from dividends | 1.71 | 0.00 | - |
| Returns for 1 year | -1.47 | -10.45 | 14% |
| Returns for 3 years | 17.12 | 0.05 | 34,658% |
| Returns for 5 years | 108.13 | 56.22 | 192% |
| Returns for 10 years | 44.83 | N/A | - |
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