DFFVX
Price
$34.13
Change
-$1.40 (-3.94%)
Updated
Dec 18 closing price
LRSTX
Price
$20.99
Change
-$0.86 (-3.94%)
Updated
Dec 18 closing price
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DFFVX vs LRSTX

Header iconDFFVX vs LRSTX Comparison
Open Charts DFFVX vs LRSTXBanner chart's image
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).
DFFVXLRSTXDFFVX / LRSTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence25 years9 years-
Gain YTD13.0339.291140%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets14B429M3,263%
Annual Yield % from dividends1.370.25547%
Returns for 1 year15.3811.20137%
Returns for 3 years26.8410.89246%
Returns for 5 years60.2615.45390%
Returns for 10 years71.11N/A-
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