Ad is loading...
DFFVX vs LRSTX
DFFVX vs LRSTX Comparison
Open Charts DFFVX vs LRSTX
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
Lord Abbett Small Cap Value R5
Price$20.39
Change-$0.63 (-3.00%)
VolumeN/A
Net Assets378.4M
DFFVX vs LRSTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. LRSTX commentary
Feb 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 Hold and LRSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. LRSTX (378M). DFFVX pays higher dividends than LRSTX: DFFVX (1.37) vs LRSTX (0.25). DFFVX was incepted earlier than LRSTX: DFFVX (25 years) vs LRSTX (10 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 : 10.28 vs. LRSTX (1.43). DFFVX return over 5 years is better than : 59.88 vs. LRSTX (9.10).
| DFFVX | LRSTX | DFFVX / LRSTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -0.786 | -2.905 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 378M | 3,492% |
| Annual Yield % from dividends | 1.37 | 0.25 | 547% |
| Returns for 1 year | 10.28 | 1.43 | 719% |
| Returns for 3 years | 20.19 | 6.10 | 331% |
| Returns for 5 years | 59.88 | 9.10 | 658% |
| Returns for 10 years | 57.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers