AFDVX
Price
$20.98
Change
+$0.02 (+0.10%)
Updated
Jun 5 closing price
Net Assets
814.24M
DFFVX
Price
$32.21
Change
-$0.06 (-0.19%)
Updated
Jun 5 closing price
Net Assets
12.51B
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AFDVX vs DFFVX

Header iconAFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVXBanner chart's image
Applied Finance Explorer Investor
Price$20.98
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets814.24M
DFA US Targeted Value I
Price$32.21
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets12.51B
AFDVX vs DFFVX Comparison Chart
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AFDVX vs. DFFVX commentary
Jun 06, 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 AFDVX is a Buy and DFFVX is a Hold.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. AFDVX (814M). DFFVX pays higher dividends than AFDVX: DFFVX (1.62) vs AFDVX (0.95). AFDVX was incepted earlier than DFFVX: AFDVX (10 years) vs DFFVX (25 years). AFDVX (1.69) is less costly to investors than DFFVX (0.30). AFDVX is a more actively managed with annual turnover of: 32.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AFDVX: DFFVX (0) vs AFDVX (1000). DFFVX (1.22) and AFDVX (1.21) have marching annual gain over last year. AFDVX return over 5 years is better than : 97.82 vs. DFFVX (77.00).
AFDVXDFFVXAFDVX / DFFVX
Total Expense Ratio1.080.29372%
Annual Report Gross Expense Ratio1.690.30563%
Fund Existence10 years25 years-
Gain YTD-3.632-5.87462%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets814M12.5B7%
Annual Yield % from dividends0.951.6259%
Returns for 1 year1.211.2299%
Returns for 3 years14.6511.44128%
Returns for 5 years97.8277.00127%
Returns for 10 yearsN/A47.90-
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