Ad is loading...
DFFVX vs LRSFX
DFFVX vs LRSFX Comparison
Open Charts DFFVX vs LRSFX
DFA US Targeted Value I
Price$29.24
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets11.23B
Lord Abbett Small Cap Value F
Price$12.84
Change+$0.14 (+1.10%)
VolumeN/A
Net Assets316.52M
DFFVX vs LRSFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. LRSFX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.2B vs. LRSFX (317M). DFFVX pays higher dividends than LRSFX: DFFVX (1.63) vs LRSFX (0.18). DFFVX was incepted earlier than LRSFX: DFFVX (25 years) vs LRSFX (18 years). LRSFX (1.04) 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 : -3.30 vs. LRSFX (-15.03). DFFVX return over 5 years is better than : 105.39 vs. LRSFX (28.18).
| DFFVX | LRSFX | DFFVX / LRSFX | |
| Total Expense Ratio | 0.29 | 1.04 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.04 | 29% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | -14.553 | -18.117 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 317M | 3,533% |
| Annual Yield % from dividends | 1.63 | 0.18 | 931% |
| Returns for 1 year | -3.30 | -15.03 | 22% |
| Returns for 3 years | 1.74 | -12.43 | -14% |
| Returns for 5 years | 105.39 | 28.18 | 374% |
| Returns for 10 years | 33.70 | -53.16 | -63% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers