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DFFVX vs LRSYX
DFFVX vs LRSYX Comparison
Open Charts DFFVX vs LRSYX
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
Lord Abbett Small Cap Value I
Price$18.59
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets342.5M
DFFVX vs LRSYX Comparison Chart
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DFFVX vs. LRSYX commentary
May 09, 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 LRSYX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12B vs. LRSYX (343M). DFFVX pays higher dividends than LRSYX: DFFVX (1.71) vs LRSYX (0.23). DFFVX was incepted earlier than LRSYX: DFFVX (25 years) vs LRSYX (27 years). LRSYX (0.96) is less costly to investors than DFFVX (0.30). LRSYX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). 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 : -3.44 vs. LRSYX (-10.78). DFFVX return over 5 years is better than : 100.85 vs. LRSYX (37.84).
| DFFVX | LRSYX | DFFVX / LRSYX | |
| Total Expense Ratio | 0.29 | 0.96 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 0.96 | 31% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | -9.790 | -11.922 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12B | 343M | 3,499% |
| Annual Yield % from dividends | 1.71 | 0.23 | 759% |
| Returns for 1 year | -3.44 | -10.78 | 32% |
| Returns for 3 years | 11.42 | 3.42 | 334% |
| Returns for 5 years | 100.85 | 37.84 | 267% |
| Returns for 10 years | 42.14 | -37.20 | -113% |
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