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DFFVX vs LRSOX
DFFVX vs LRSOX Comparison
Open Charts DFFVX vs LRSOX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
Lord Abbett Small Cap Value F3
Price$20.62
Change-$0.63 (-2.96%)
VolumeN/A
Net Assets378.4M
DFFVX vs LRSOX Comparison Chart
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DFFVX vs. LRSOX commentary
Feb 23, 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 Hold and LRSOX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. LRSOX (378M). DFFVX pays higher dividends than LRSOX: DFFVX (1.37) vs LRSOX (0.26). DFFVX was incepted earlier than LRSOX: DFFVX (25 years) vs LRSOX (8 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. DFFVX annual gain was more profitable for investors over the last year : 10.28 vs. LRSOX (1.57). DFFVX return over 5 years is better than : 59.88 vs. LRSOX (9.73).
| DFFVX | LRSOX | DFFVX / LRSOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -0.786 | -2.919 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 378M | 3,492% |
| Annual Yield % from dividends | 1.37 | 0.26 | 531% |
| Returns for 1 year | 10.28 | 1.57 | 657% |
| Returns for 3 years | 20.19 | 6.44 | 313% |
| Returns for 5 years | 59.88 | 9.73 | 616% |
| Returns for 10 years | 57.95 | N/A | - |
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