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DFFVX vs LRSOX
DFFVX vs LRSOX Comparison
Open Charts DFFVX vs LRSOX
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value F3
Price$22.63
Change-$0.23 (-1.01%)
VolumeN/A
CapitalizationN/A
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DFFVX vs LRSOX Comparison Chart
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DFFVX vs. LRSOX commentary
Sep 21, 2024
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 LRSOX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. LRSOX (412M). DFFVX pays higher dividends than LRSOX: DFFVX (1.37) vs LRSOX (0.26). DFFVX was incepted earlier than LRSOX: DFFVX (25 years) vs LRSOX (7 years). LRSOX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (20.00). DFFVX (0) and LRSOX (0) have matching initial minimum investment requirements. LRSOX annual gain was more profitable for investors over the last year : 21.11 vs. DFFVX (19.37). DFFVX return over 5 years is better than : 58.07 vs. LRSOX (8.22).
| DFFVX | LRSOX | DFFVX / LRSOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 6.598 | 10.682 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.8B | 412M | 3,350% |
| Annual Yield % from dividends | 1.37 | 0.26 | 531% |
| Returns for 1 year | 19.37 | 21.11 | 92% |
| Returns for 3 years | 16.04 | 4.04 | 397% |
| Returns for 5 years | 58.07 | 8.22 | 707% |
| Returns for 10 years | 50.68 | N/A | - |
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