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DFFVX vs LRSTX
DFFVX vs LRSTX Comparison
Open Charts DFFVX vs LRSTX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value R5
Price$20.99
Change-$0.86 (-3.94%)
VolumeN/A
CapitalizationN/A
DFFVX vs LRSTX Comparison Chart
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DFFVX vs. LRSTX 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 LRSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. LRSTX (429M). DFFVX pays higher dividends than LRSTX: DFFVX (1.37) vs LRSTX (0.25). DFFVX was incepted earlier than LRSTX: DFFVX (25 years) vs LRSTX (9 years). LRSTX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (20.00). DFFVX (0) and LRSTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 15.38 vs. LRSTX (11.20). DFFVX return over 5 years is better than : 60.26 vs. LRSTX (15.45).
| DFFVX | LRSTX | DFFVX / LRSTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 13.033 | 9.291 | 140% |
| 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 | 0.25 | 547% |
| Returns for 1 year | 15.38 | 11.20 | 137% |
| Returns for 3 years | 26.84 | 10.89 | 246% |
| Returns for 5 years | 60.26 | 15.45 | 390% |
| Returns for 10 years | 71.11 | N/A | - |
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