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DFFVX vs LRSFX
DFFVX vs LRSFX Comparison
Open Charts DFFVX vs LRSFX
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
Lord Abbett Small Cap Value F
Price$13.75
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets342.5M
DFFVX vs LRSFX Comparison Chart
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DFFVX vs. LRSFX commentary
May 09, 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: 12B vs. LRSFX (343M). DFFVX pays higher dividends than LRSFX: DFFVX (1.71) 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 : -1.46 vs. LRSFX (-12.89). DFFVX return over 5 years is better than : 105.40 vs. LRSFX (27.67).
| 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 | -7.744 | -11.734 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 343M | 3,499% |
| Annual Yield % from dividends | 1.71 | 0.18 | 940% |
| Returns for 1 year | -1.46 | -12.89 | 11% |
| Returns for 3 years | 17.38 | 3.26 | 532% |
| Returns for 5 years | 105.40 | 27.67 | 381% |
| Returns for 10 years | 45.11 | -48.75 | -93% |
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