Interact to see
Advertisement
Advertisement
DFFVX vs LMVVX
DFFVX vs LMVVX Comparison
Open Charts DFFVX vs LMVVX
DFA US Targeted Value I
Price$31.89
Change-$0.95 (-2.89%)
VolumeN/A
Net Assets12.73B
Lord Abbett Focused Small Cap Value R5
Price$26.23
Change-$0.71 (-2.64%)
VolumeN/A
Net Assets86.28M
DFFVX vs LMVVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. LMVVX 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 LMVVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.7B vs. LMVVX (86.3M). DFFVX pays higher dividends than LMVVX: DFFVX (1.71) vs LMVVX (0.00). DFFVX was incepted earlier than LMVVX: DFFVX (25 years) vs LMVVX (6 years). LMVVX (1.10) is less costly to investors than DFFVX (0.30). LMVVX is a more actively managed with annual turnover of: 57.00 vs. DFFVX (7.00). DFFVX (0) and LMVVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -2.21 vs. LMVVX (-8.34). DFFVX return over 5 years is better than : 108.39 vs. LMVVX (59.97).
| DFFVX | LMVVX | DFFVX / LMVVX | |
| Total Expense Ratio | 0.29 | 1.03 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.10 | 27% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -6.809 | -9.262 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 86.3M | 14,716% |
| Annual Yield % from dividends | 1.71 | 0.00 | - |
| Returns for 1 year | -2.21 | -8.34 | 26% |
| Returns for 3 years | 19.09 | 3.81 | 501% |
| Returns for 5 years | 108.39 | 59.97 | 181% |
| Returns for 10 years | 45.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers