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DFFVX vs LRSFX
DFFVX vs LRSFX Comparison
Open Charts DFFVX vs LRSFX
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
Lord Abbett Small Cap Value F
Price$14.35
Change+$0.19 (+1.34%)
VolumeN/A
Net Assets354.71M
DFFVX vs LRSFX Comparison Chart
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DFFVX vs. LRSFX commentary
Jun 07, 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 LRSFX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. LRSFX (355M). DFFVX pays higher dividends than LRSFX: DFFVX (1.62) vs LRSFX (0.18). DFFVX was incepted earlier than LRSFX: DFFVX (25 years) vs LRSFX (18 years). LRSFX (1.06) is less costly to investors than DFFVX (0.30). LRSFX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). DFFVX (0) and LRSFX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 3.08 vs. LRSFX (-10.36). DFFVX return over 5 years is better than : 79.52 vs. LRSFX (11.93).
| DFFVX | LRSFX | DFFVX / LRSFX | |
| Total Expense Ratio | 0.29 | 1.06 | 27% |
| Annual Report Gross Expense Ratio | 0.30 | 1.06 | 28% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | -4.530 | -8.704 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 355M | 3,521% |
| Annual Yield % from dividends | 1.62 | 0.18 | 917% |
| Returns for 1 year | 3.08 | -10.36 | -30% |
| Returns for 3 years | 11.76 | -0.65 | -1,798% |
| Returns for 5 years | 79.52 | 11.93 | 666% |
| Returns for 10 years | 50.14 | -47.57 | -105% |
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