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DFFVX vs LRSYX
DFFVX vs LRSYX Comparison
Open Charts DFFVX vs LRSYX
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
Lord Abbett Small Cap Value I
Price$20.95
Change-$0.86 (-3.94%)
VolumeN/A
CapitalizationN/A
DFFVX vs LRSYX Comparison Chart
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DFFVX vs. LRSYX 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 LRSYX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. LRSYX (429M). DFFVX pays higher dividends than LRSYX: DFFVX (1.37) vs LRSYX (0.25). DFFVX was incepted earlier than LRSYX: DFFVX (25 years) vs LRSYX (27 years). LRSYX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than LRSYX: DFFVX (0) vs LRSYX (1000000). DFFVX annual gain was more profitable for investors over the last year : 15.38 vs. LRSYX (11.16). DFFVX return over 5 years is better than : 60.26 vs. LRSYX (15.41).
| DFFVX | LRSYX | DFFVX / LRSYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 13.033 | 9.255 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 429M | 3,263% |
| Annual Yield % from dividends | 1.37 | 0.25 | 548% |
| Returns for 1 year | 15.38 | 11.16 | 138% |
| Returns for 3 years | 26.84 | 10.86 | 247% |
| Returns for 5 years | 60.26 | 15.41 | 391% |
| Returns for 10 years | 71.11 | -23.31 | -305% |
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