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DFFVX vs LMVWX
DFFVX vs LMVWX Comparison
Open Charts DFFVX vs LMVWX
DFA US Targeted Value I
Price$33.09
Change+$0.27 (+0.82%)
VolumeN/A
Net Assets12.75B
Lord Abbett Focused Small Cap Value R6
Price$27.22
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets86.58M
DFFVX vs LMVWX Comparison Chart
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DFFVX vs. LMVWX commentary
May 15, 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: 12.8B vs. LMVWX (86.6M). DFFVX pays higher dividends than LMVWX: DFFVX (1.71) vs LMVWX (0.00). DFFVX was incepted earlier than LMVWX: DFFVX (25 years) vs LMVWX (6 years). LMVWX (1.06) 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 : 2.43 vs. LMVWX (-6.90). DFFVX return over 5 years is better than : 137.19 vs. LMVWX (80.88).
| DFFVX | LMVWX | DFFVX / LMVWX | |
| 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 | -3.303 | -8.996 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 86.6M | 14,781% |
| Annual Yield % from dividends | 1.71 | 0.00 | - |
| Returns for 1 year | 2.43 | -6.90 | -35% |
| Returns for 3 years | 22.11 | 3.60 | 614% |
| Returns for 5 years | 137.19 | 80.88 | 170% |
| Returns for 10 years | 51.31 | N/A | - |
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