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DFFVX vs LRSQX
DFFVX vs LRSQX Comparison
Open Charts DFFVX vs LRSQX
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
Lord Abbett Small Cap Value R2
Price$13.06
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets379.49M
DFFVX vs LRSQX Comparison Chart in %
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DFFVX vs. LRSQX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. LRSQX (379M). DFFVX pays higher dividends than LRSQX: DFFVX (1.63) 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 : 11.79 vs. LRSQX (-4.53). DFFVX return over 5 years is better than : 116.56 vs. LRSQX (25.58).
| 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 | 2.331 | -1.508 | -155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 379M | 3,536% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | 11.79 | -4.53 | -260% |
| Returns for 3 years | 37.51 | 18.62 | 201% |
| Returns for 5 years | 116.56 | 25.58 | 456% |
| Returns for 10 years | 62.84 | -50.81 | -124% |
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