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AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
Applied Finance Explorer Investor
Price$21.58
Change-$0.52 (-2.35%)
VolumeN/A
Net Assets791.17M
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
AFDVX vs DFFVX Comparison Chart
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AFDVX vs. DFFVX commentary
Feb 23, 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 Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. AFDVX (791M). DFFVX pays higher dividends than AFDVX: DFFVX (1.37) vs AFDVX (0.73). AFDVX was incepted earlier than DFFVX: AFDVX (10 years) vs DFFVX (25 years). AFDVX is a more actively managed with annual turnover of: 29.88 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than AFDVX: DFFVX (0) vs AFDVX (1000). DFFVX annual gain was more profitable for investors over the last year : 10.28 vs. AFDVX (8.13). AFDVX return over 5 years is better than : 91.01 vs. DFFVX (59.88).
| AFDVX | DFFVX | AFDVX / 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 | -0.782 | -0.786 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 13.2B | 6% |
| Annual Yield % from dividends | 0.73 | 1.37 | 53% |
| Returns for 1 year | 8.13 | 10.28 | 79% |
| Returns for 3 years | 20.10 | 20.19 | 100% |
| Returns for 5 years | 91.01 | 59.88 | 152% |
| Returns for 10 years | N/A | 57.95 | - |
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