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DFFVX vs LRSOX
DFFVX vs LRSOX Comparison
Open Charts DFFVX vs LRSOX
DFA US Targeted Value I
Price$29.24
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets11.23B
Lord Abbett Small Cap Value F3
Price$17.59
Change+$0.18 (+1.03%)
VolumeN/A
Net Assets316.52M
DFFVX vs LRSOX Comparison Chart
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DFFVX vs. LRSOX 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 LRSOX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.2B vs. LRSOX (317M). DFFVX pays higher dividends than LRSOX: DFFVX (1.63) vs LRSOX (0.21). DFFVX was incepted earlier than LRSOX: DFFVX (25 years) vs LRSOX (8 years). LRSOX (0.88) is less costly to investors than DFFVX (0.30). LRSOX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). DFFVX (0) and LRSOX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -3.30 vs. LRSOX (-12.61). DFFVX return over 5 years is better than : 105.39 vs. LRSOX (39.56).
| DFFVX | LRSOX | DFFVX / LRSOX | |
| Total Expense Ratio | 0.29 | 0.88 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.88 | 34% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | -14.553 | -18.032 | 81% |
| 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 | 0.21 | 761% |
| Returns for 1 year | -3.30 | -12.61 | 26% |
| Returns for 3 years | 1.74 | -8.49 | -21% |
| Returns for 5 years | 105.39 | 39.56 | 266% |
| Returns for 10 years | 33.70 | N/A | - |
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