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DFFVX vs LMVVX
DFFVX vs LMVVX Comparison
Open Charts DFFVX vs LMVVX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
Lord Abbett Focused Small Cap Value R5
Price$28.58
Change-$0.42 (-1.45%)
VolumeN/A
Net Assets89M
DFFVX vs LMVVX Comparison Chart in %
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DFFVX vs. LMVVX commentary
Aug 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 Hold and LMVVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. LMVVX (89M). DFFVX pays higher dividends than LMVVX: DFFVX (1.62) vs LMVVX (0.00). DFFVX was incepted earlier than LMVVX: DFFVX (26 years) vs LMVVX (6 years). LMVVX (1.10) is less costly to investors than DFFVX (0.30). LMVVX is a more actively managed with annual turnover of: 57.00 vs. DFFVX (7.00). DFFVX (0) and LMVVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. LMVVX (-5.96). DFFVX return over 5 years is better than : 91.20 vs. LMVVX (36.54).
| DFFVX | LMVVX | DFFVX / LMVVX | |
| Total Expense Ratio | 0.29 | 1.03 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.10 | 27% |
| Fund Existence | 26 years | 6 years | - |
| Gain YTD | 2.742 | -3.739 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 89M | 14,944% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 8.01 | -5.96 | -135% |
| Returns for 3 years | 20.63 | 2.38 | 867% |
| Returns for 5 years | 91.20 | 36.54 | 250% |
| Returns for 10 years | 66.57 | N/A | - |
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