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DFFVX vs LRSRX
DFFVX vs LRSRX Comparison
Open Charts DFFVX vs LRSRX
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value R3
Price$16.03
Change-$0.14 (-0.87%)
VolumeN/A
CapitalizationN/A
DFFVX vs LRSRX Comparison Chart
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DFFVX vs. LRSRX commentary
Nov 18, 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 LRSRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. LRSRX (422M). DFFVX pays higher dividends than LRSRX: DFFVX (1.37) vs LRSRX (0.00). DFFVX was incepted earlier than LRSRX: DFFVX (25 years) vs LRSRX (17 years). LRSRX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (20.00). DFFVX (0) and LRSRX (0) have matching initial minimum investment requirements. LRSRX annual gain was more profitable for investors over the last year : 31.29 vs. DFFVX (27.76). DFFVX return over 5 years is better than : 61.92 vs. LRSRX (-2.34).
| DFFVX | LRSRX | DFFVX / LRSRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 13.547 | 17.350 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 422M | 3,341% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | 27.76 | 31.29 | 89% |
| Returns for 3 years | 10.22 | -9.18 | -111% |
| Returns for 5 years | 61.92 | -2.34 | -2,647% |
| Returns for 10 years | 62.51 | -51.45 | -121% |
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