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AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
Applied Finance Explorer Investor
Price$19.42
Change+$0.21 (+1.09%)
VolumeN/A
Net Assets714.27M
DFA US Targeted Value I
Price$29.24
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets11.34B
AFDVX vs DFFVX Comparison Chart
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AFDVX vs. DFFVX commentary
Apr 19, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.3B vs. AFDVX (714M). DFFVX pays higher dividends than AFDVX: DFFVX (1.63) vs AFDVX (0.96). 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). AFDVX annual gain was more profitable for investors over the last year : -1.66 vs. DFFVX (-3.30). AFDVX return over 5 years is better than : 140.11 vs. DFFVX (105.39).
| AFDVX | DFFVX | AFDVX / DFFVX | |
| Total Expense Ratio | 1.08 | 0.29 | 372% |
| Annual Report Gross Expense Ratio | 1.69 | 0.30 | 563% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -10.713 | -14.553 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 714M | 11.3B | 6% |
| Annual Yield % from dividends | 0.96 | 1.63 | 59% |
| Returns for 1 year | -1.66 | -3.30 | 50% |
| Returns for 3 years | 6.34 | 1.74 | 364% |
| Returns for 5 years | 140.11 | 105.39 | 133% |
| Returns for 10 years | N/A | 33.70 | - |
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