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DFFVX vs LRSSX
DFFVX vs LRSSX Comparison
Open Charts DFFVX vs LRSSX
DFA US Targeted Value I
Price$28.61
Change-$1.28 (-4.28%)
VolumeN/A
Net Assets11.11B
Lord Abbett Small Cap Value R4
Price$12.37
Change-$0.66 (-5.07%)
VolumeN/A
Net Assets312.06M
DFFVX vs LRSSX Comparison Chart
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DFFVX vs. LRSSX commentary
Apr 06, 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 LRSSX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.1B vs. LRSSX (312M). DFFVX pays higher dividends than LRSSX: DFFVX (1.63) vs LRSSX (0.03). DFFVX was incepted earlier than LRSSX: DFFVX (25 years) vs LRSSX (10 years). LRSSX (1.19) is less costly to investors than DFFVX (0.30). LRSSX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). DFFVX (0) and LRSSX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -10.20 vs. LRSSX (-20.02). DFFVX return over 5 years is better than : 134.53 vs. LRSSX (45.76).
| DFFVX | LRSSX | DFFVX / LRSSX | |
| Total Expense Ratio | 0.29 | 1.19 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.19 | 25% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -16.394 | -19.256 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 312M | 3,558% |
| Annual Yield % from dividends | 1.63 | 0.03 | 5,774% |
| Returns for 1 year | -10.20 | -20.02 | 51% |
| Returns for 3 years | 0.46 | -14.79 | -3% |
| Returns for 5 years | 134.53 | 45.76 | 294% |
| Returns for 10 years | 31.67 | N/A | - |
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