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DFFVX vs LRSRX
DFFVX vs LRSRX Comparison
Open Charts DFFVX vs LRSRX
DFA US Targeted Value I
Price$31.85
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets12.73B
Lord Abbett Small Cap Value R3
Price$12.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets357.98M
DFFVX vs LRSRX Comparison Chart
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DFFVX vs. LRSRX commentary
May 23, 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 LRSRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.7B vs. LRSRX (358M). DFFVX pays higher dividends than LRSRX: DFFVX (1.71) vs LRSRX (0.00). DFFVX was incepted earlier than LRSRX: DFFVX (25 years) vs LRSRX (17 years). LRSRX (1.46) 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 : -2.21 vs. LRSRX (-12.14). DFFVX return over 5 years is better than : 108.39 vs. LRSRX (27.11).
| DFFVX | LRSRX | DFFVX / LRSRX | |
| Total Expense Ratio | 0.29 | 1.46 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.46 | 21% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | -6.809 | -7.994 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 358M | 3,547% |
| Annual Yield % from dividends | 1.71 | 0.00 | - |
| Returns for 1 year | -2.21 | -12.14 | 18% |
| Returns for 3 years | 19.09 | 6.30 | 303% |
| Returns for 5 years | 108.39 | 27.11 | 400% |
| Returns for 10 years | 45.01 | -52.54 | -86% |
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