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DFFVX vs LRSQX
DFFVX vs LRSQX Comparison
Open Charts DFFVX vs LRSQX
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.77B
Lord Abbett Small Cap Value R2
Price$12.11
Change-$0.23 (-1.86%)
VolumeN/A
Net Assets360.97M
DFFVX vs LRSQX Comparison Chart
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DFFVX vs. LRSQX commentary
Jun 14, 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 LRSQX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.8B vs. LRSQX (361M). DFFVX pays higher dividends than LRSQX: DFFVX (1.62) vs LRSQX (0.00). DFFVX was incepted earlier than LRSQX: DFFVX (25 years) vs LRSQX (17 years). LRSQX (1.56) is less costly to investors than DFFVX (0.30). LRSQX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). DFFVX (0) and LRSQX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 3.74 vs. LRSQX (-9.46). DFFVX return over 5 years is better than : 98.41 vs. LRSQX (19.23).
| DFFVX | LRSQX | DFFVX / LRSQX | |
| Total Expense Ratio | 0.29 | 1.56 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.56 | 19% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | -5.144 | -6.938 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 361M | 3,546% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 3.74 | -9.46 | -40% |
| Returns for 3 years | 23.80 | 10.47 | 227% |
| Returns for 5 years | 98.41 | 19.23 | 512% |
| Returns for 10 years | 47.01 | -54.43 | -86% |
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