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DFFVX vs LRSTX
DFFVX vs LRSTX Comparison
Open Charts DFFVX vs LRSTX
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value R5
Price$23.62
Change-$0.20 (-0.84%)
VolumeN/A
CapitalizationN/A
DFFVX vs LRSTX Comparison Chart
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DFFVX vs. LRSTX commentary
Nov 18, 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 Buy and LRSTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. LRSTX (422M). 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. LRSTX annual gain was more profitable for investors over the last year : 32.02 vs. DFFVX (27.76). DFFVX return over 5 years is better than : 61.92 vs. LRSTX (11.78).
| 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 | 13.547 | 17.923 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1B | 422M | 3,341% |
| Annual Yield % from dividends | 1.37 | 0.25 | 547% |
| Returns for 1 year | 27.76 | 32.02 | 87% |
| Returns for 3 years | 10.22 | -1.72 | -594% |
| Returns for 5 years | 61.92 | 11.78 | 526% |
| Returns for 10 years | 62.51 | N/A | - |
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