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DFFVX vs LRSRX
DFFVX vs LRSRX Comparison
Open Charts DFFVX vs LRSRX
DFA US Targeted Value I
Price$33.83
Change+$0.26 (+0.77%)
VolumeN/A
Net Assets12.94B
Lord Abbett Small Cap Value R3
Price$13.22
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets371.45M
DFFVX vs LRSRX Comparison Chart
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DFFVX vs. LRSRX commentary
Mar 01, 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: 12.9B vs. LRSRX (371M). 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 : 8.30 vs. LRSRX (-5.61). DFFVX return over 5 years is better than : 82.70 vs. LRSRX (9.06).
| 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 | -1.571 | -4.651 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 371M | 3,477% |
| Annual Yield % from dividends | 1.37 | 0.00 | - |
| Returns for 1 year | 8.30 | -5.61 | -148% |
| Returns for 3 years | 19.16 | -1.58 | -1,216% |
| Returns for 5 years | 82.70 | 9.06 | 913% |
| Returns for 10 years | 57.05 | -49.91 | -114% |
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