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DFFVX vs LRSRX
DFFVX vs LRSRX Comparison
Open Charts DFFVX vs LRSRX
DFA US Targeted Value I
Price$28.91
Change+$0.35 (+1.23%)
VolumeN/A
Net Assets11.09B
Lord Abbett Small Cap Value R3
Price$11.24
Change+$0.11 (+0.99%)
VolumeN/A
Net Assets312.99M
DFFVX vs LRSRX Comparison Chart
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DFFVX vs. LRSRX commentary
Apr 12, 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 LRSRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.1B vs. LRSRX (313M). DFFVX pays higher dividends than LRSRX: DFFVX (1.63) vs LRSRX (0.00). DFFVX was incepted earlier than LRSRX: DFFVX (25 years) vs LRSRX (17 years). LRSRX (1.44) is less costly to investors than DFFVX (0.30). LRSRX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). DFFVX (0) and LRSRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -8.07 vs. LRSRX (-20.27). DFFVX return over 5 years is better than : 95.36 vs. LRSRX (16.18).
| DFFVX | LRSRX | DFFVX / LRSRX | |
| Total Expense Ratio | 0.29 | 1.44 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.44 | 21% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | -15.518 | -19.113 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 313M | 3,546% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | -8.07 | -20.27 | 40% |
| Returns for 3 years | 2.49 | -14.58 | -17% |
| Returns for 5 years | 95.36 | 16.18 | 589% |
| Returns for 10 years | 32.02 | -58.51 | -55% |
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