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DFFVX vs LRSQX
DFFVX vs LRSQX Comparison
Open Charts DFFVX vs LRSQX
DFA US Targeted Value I
Price$28.56
Change-$1.46 (-4.86%)
VolumeN/A
Net Assets11.65B
Lord Abbett Small Cap Value R2
Price$10.72
Change-$0.51 (-4.54%)
VolumeN/A
Net Assets327.74M
DFFVX vs LRSQX Comparison Chart
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DFFVX vs. LRSQX commentary
Apr 11, 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 LRSQX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.6B vs. LRSQX (328M). 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 (1.54) 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 : -9.04 vs. LRSQX (-16.88). DFFVX return over 5 years is better than : 92.99 vs. LRSQX (19.98).
| DFFVX | LRSQX | DFFVX / LRSQX | |
| Total Expense Ratio | 0.29 | 1.54 | 19% |
| Annual Report Gross Expense Ratio | 0.30 | 1.54 | 19% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | -16.540 | -15.309 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 328M | 3,537% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | -9.04 | -16.88 | 54% |
| Returns for 3 years | 1.59 | -10.87 | -15% |
| Returns for 5 years | 92.99 | 19.98 | 465% |
| Returns for 10 years | 30.48 | -57.96 | -53% |
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