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DFFVX vs LRSRX
DFFVX vs LRSRX Comparison
Open Charts DFFVX vs LRSRX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value R3
Price$13.75
Change-$0.56 (-3.91%)
VolumeN/A
CapitalizationN/A
DFFVX vs LRSRX Comparison Chart
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DFFVX vs. LRSRX commentary
Dec 19, 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 Hold and LRSRX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. LRSRX (429M). 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. DFFVX annual gain was more profitable for investors over the last year : 15.38 vs. LRSRX (6.55). DFFVX return over 5 years is better than : 60.26 vs. LRSRX (1.85).
| 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 | 13.033 | 4.758 | 274% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 429M | 3,263% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | 15.38 | 6.55 | 235% |
| Returns for 3 years | 26.84 | 3.92 | 684% |
| Returns for 5 years | 60.26 | 1.85 | 3,256% |
| Returns for 10 years | 71.11 | -43.89 | -162% |
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