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DFFVX vs LRSTX
DFFVX vs LRSTX Comparison
Open Charts DFFVX vs LRSTX
DFA US Targeted Value I
Price$33.84
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets12.89B
Lord Abbett Small Cap Value R5
Price$20.12
Change+$0.14 (+0.70%)
VolumeN/A
Net Assets362.96M
DFFVX vs LRSTX Comparison Chart in %
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DFFVX vs. LRSTX commentary
Aug 10, 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 Buy and LRSTX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. LRSTX (363M). DFFVX pays higher dividends than LRSTX: DFFVX (1.62) vs LRSTX (0.20). DFFVX was incepted earlier than LRSTX: DFFVX (25 years) vs LRSTX (10 years). LRSTX (0.96) is less costly to investors than DFFVX (0.30). LRSTX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). DFFVX (0) and LRSTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 6.90 vs. LRSTX (-5.81). DFFVX return over 5 years is better than : 89.53 vs. LRSTX (29.35).
| DFFVX | LRSTX | DFFVX / LRSTX | |
| Total Expense Ratio | 0.29 | 0.96 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 0.96 | 31% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -0.635 | -4.190 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 363M | 3,554% |
| Annual Yield % from dividends | 1.62 | 0.20 | 802% |
| Returns for 1 year | 6.90 | -5.81 | -119% |
| Returns for 3 years | 23.46 | 15.94 | 147% |
| Returns for 5 years | 89.53 | 29.35 | 305% |
| Returns for 10 years | 61.46 | -31.26 | -197% |
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