Ad is loading...
DFFVX vs LMVVX
DFFVX vs LMVVX Comparison
Open Charts DFFVX vs LMVVX
DFA US Targeted Value I
Price$28.56
Change-$1.46 (-4.86%)
VolumeN/A
Net Assets11.65B
Lord Abbett Focused Small Cap Value R5
Price$23.86
Change-$1.18 (-4.71%)
VolumeN/A
Net Assets80.63M
DFFVX vs LMVVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. LMVVX commentary
Apr 11, 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 Hold and LMVVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.6B vs. LMVVX (80.6M). DFFVX pays higher dividends than LMVVX: DFFVX (1.63) vs LMVVX (0.00). DFFVX was incepted earlier than LMVVX: DFFVX (25 years) vs LMVVX (6 years). LMVVX (1.08) 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 : -9.04 vs. LMVVX (-12.23). DFFVX return over 5 years is better than : 92.99 vs. LMVVX (61.48).
| DFFVX | LMVVX | DFFVX / LMVVX | |
| Total Expense Ratio | 0.29 | 1.03 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -16.540 | -15.662 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 80.6M | 14,392% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | -9.04 | -12.23 | 74% |
| Returns for 3 years | 1.59 | -9.75 | -16% |
| Returns for 5 years | 92.99 | 61.48 | 151% |
| Returns for 10 years | 30.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...