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DFFVX vs LRSRX
DFFVX vs LRSRX Comparison
Open Charts DFFVX vs LRSRX
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
Lord Abbett Small Cap Value R3
Price$13.55
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets379.49M
DFFVX vs LRSRX Comparison Chart in %
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DFFVX vs. LRSRX commentary
Jul 07, 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 LRSRX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. LRSRX (379M). DFFVX pays higher dividends than LRSRX: DFFVX (1.63) vs LRSRX (0.00). DFFVX was incepted earlier than LRSRX: DFFVX (25 years) vs LRSRX (17 years). LRSRX (1.46) is less costly to investors than DFFVX (0.30). LRSRX is a more actively managed with annual turnover of: 42.00 vs. DFFVX (7.00). DFFVX (0) and LRSRX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. LRSRX (-4.10). DFFVX return over 5 years is better than : 116.56 vs. LRSRX (27.35).
| DFFVX | LRSRX | DFFVX / LRSRX | |
| Total Expense Ratio | 0.29 | 1.46 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.46 | 21% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 2.331 | -1.526 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4B | 379M | 3,536% |
| Annual Yield % from dividends | 1.63 | 0.00 | - |
| Returns for 1 year | 11.79 | -4.10 | -287% |
| Returns for 3 years | 37.51 | 19.59 | 191% |
| Returns for 5 years | 116.56 | 27.35 | 426% |
| Returns for 10 years | 62.84 | -49.24 | -128% |
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