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DFFVX vs LMVWX
DFFVX vs LMVWX Comparison
Open Charts DFFVX vs LMVWX
DFA US Targeted Value I
Price$29.78
Change+$0.36 (+1.22%)
VolumeN/A
Net Assets11.56B
Lord Abbett Focused Small Cap Value R6
Price$24.86
Change+$0.34 (+1.39%)
VolumeN/A
Net Assets78.39M
DFFVX vs LMVWX Comparison Chart
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DFFVX vs. LMVWX commentary
Apr 24, 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 LMVWX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.6B vs. LMVWX (78.4M). DFFVX pays higher dividends than LMVWX: DFFVX (1.63) vs LMVWX (0.00). DFFVX was incepted earlier than LMVWX: DFFVX (25 years) vs LMVWX (6 years). LMVWX (1.03) is less costly to investors than DFFVX (0.30). LMVWX is a more actively managed with annual turnover of: 57.00 vs. DFFVX (7.00). DFFVX (0) and LMVWX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -6.12 vs. LMVWX (-13.05). DFFVX return over 5 years is better than : 108.04 vs. LMVWX (69.45).
| DFFVX | LMVWX | DFFVX / LMVWX | |
| Total Expense Ratio | 0.29 | 0.98 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 1.03 | 29% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | -14.027 | -17.691 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 78.4M | 14,796% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | -6.12 | -13.05 | 47% |
| Returns for 3 years | 4.65 | -11.59 | -40% |
| Returns for 5 years | 108.04 | 69.45 | 156% |
| Returns for 10 years | 34.47 | N/A | - |
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