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DFFVX vs LRSTX
DFFVX vs LRSTX Comparison
Open Charts DFFVX vs LRSTX
DFA US Targeted Value I
Price$29.24
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets11.23B
Lord Abbett Small Cap Value R5
Price$17.40
Change+$0.19 (+1.10%)
VolumeN/A
Net Assets316.52M
DFFVX vs LRSTX Comparison Chart
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DFFVX vs. LRSTX commentary
Apr 18, 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: 11.2B vs. LRSTX (317M). DFFVX pays higher dividends than LRSTX: DFFVX (1.63) vs LRSTX (0.22). 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 : -3.30 vs. LRSTX (-12.79). DFFVX return over 5 years is better than : 105.39 vs. LRSTX (38.79).
| 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 | -14.553 | -18.048 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 317M | 3,533% |
| Annual Yield % from dividends | 1.63 | 0.22 | 755% |
| Returns for 1 year | -3.30 | -12.79 | 26% |
| Returns for 3 years | 1.74 | -8.85 | -20% |
| Returns for 5 years | 105.39 | 38.79 | 272% |
| Returns for 10 years | 33.70 | N/A | - |
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