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DFFVX vs LRSOX
DFFVX vs LRSOX Comparison
Open Charts DFFVX vs LRSOX
DFA US Targeted Value I
Price$36.35
Change-$0.19 (-0.52%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value F3
Price$24.27
Change-$0.12 (-0.49%)
VolumeN/A
CapitalizationN/A
DFFVX vs LRSOX Comparison Chart
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DFFVX vs. LRSOX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.4B vs. LRSOX (433M). 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. LRSOX annual gain was more profitable for investors over the last year : 38.73 vs. DFFVX (35.26). DFFVX return over 5 years is better than : 65.87 vs. LRSOX (14.98).
| 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 | 15.862 | 20.623 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 433M | 3,326% |
| Annual Yield % from dividends | 1.37 | 0.26 | 531% |
| Returns for 1 year | 35.26 | 38.73 | 91% |
| Returns for 3 years | 12.60 | 0.97 | 1,296% |
| Returns for 5 years | 65.87 | 14.98 | 440% |
| Returns for 10 years | 65.53 | N/A | - |
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