Ad is loading...
AATSX vs DFFVX
AATSX vs DFFVX Comparison
Open Charts AATSX vs DFFVX
Ancora/Thelen Small-Mid Cap S
Price$21.06
Change+$0.16 (+0.77%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.60
Change+$0.31 (+0.90%)
VolumeN/A
CapitalizationN/A
AATSX vs DFFVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AATSX vs. DFFVX commentary
Dec 25, 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 AATSX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. AATSX (192M). DFFVX pays higher dividends than AATSX: DFFVX (1.37) vs AATSX (1.03). AATSX was incepted earlier than DFFVX: AATSX (10 years) vs DFFVX (25 years). AATSX is a more actively managed with annual turnover of: 85.30 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than AATSX: DFFVX (0) vs AATSX (1500000). AATSX annual gain was more profitable for investors over the last year : 17.69 vs. DFFVX (8.75). DFFVX return over 5 years is better than : 54.40 vs. AATSX (32.65).
| AATSX | DFFVX | AATSX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 18.481 | 9.088 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 13.5B | 1% |
| Annual Yield % from dividends | 1.03 | 1.37 | 75% |
| Returns for 1 year | 17.69 | 8.75 | 202% |
| Returns for 3 years | -3.61 | 18.99 | -19% |
| Returns for 5 years | 32.65 | 54.40 | 60% |
| Returns for 10 years | N/A | 62.47 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BOUT | 40.27 | 0.43 | +1.07% |
| Innovator IBD® Breakout Opps ETF | |||
| BSTP | 33.59 | 0.22 | +0.65% |
| Innovator Buffer Step-Up Strategy ETF | |||
| AVEM | 59.68 | 0.34 | +0.57% |
| Avantis Emerging Markets Equity ETF | |||
| VCEB | 62.12 | -0.11 | -0.18% |
| Vanguard ESG US Corporate Bond ETF | |||
| DAPP | 15.24 | -0.73 | -4.57% |
| VanEck Digital Trfmt ETF | |||