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DFFVX vs LRSTX
DFFVX vs LRSTX Comparison
Open Charts DFFVX vs LRSTX
DFA US Targeted Value I
Price$31.76
Change-$0.82 (-2.52%)
VolumeN/A
Net Assets12.54B
Lord Abbett Small Cap Value R5
Price$18.94
Change-$0.44 (-2.27%)
VolumeN/A
Net Assets358.37M
DFFVX vs LRSTX Comparison Chart
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DFFVX vs. LRSTX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. LRSTX (358M). DFFVX pays higher dividends than LRSTX: DFFVX (1.42) vs LRSTX (0.20). DFFVX was incepted earlier than LRSTX: DFFVX (25 years) vs LRSTX (10 years). LRSTX (0.94) 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 : 3.13 vs. LRSTX (-6.25). DFFVX return over 5 years is better than : 85.23 vs. LRSTX (23.97).
| DFFVX | LRSTX | DFFVX / LRSTX | |
| Total Expense Ratio | 0.29 | 0.94 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.94 | 32% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | -5.208 | -7.714 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 358M | 3,492% |
| Annual Yield % from dividends | 1.42 | 0.20 | 696% |
| Returns for 1 year | 3.13 | -6.25 | -50% |
| Returns for 3 years | 16.11 | 3.13 | 514% |
| Returns for 5 years | 85.23 | 23.97 | 356% |
| Returns for 10 years | 55.51 | N/A | - |
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