Ad is loading...
AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
Applied Finance Explorer Investor
Price$22.82
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets828.61M
DFA US Targeted Value I
Price$35.73
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets13.82B
AFDVX vs DFFVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFDVX vs. DFFVX commentary
Jan 24, 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 StrongBuy and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. AFDVX (829M). 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 : 16.12 vs. AFDVX (14.47). AFDVX return over 5 years is better than : 101.80 vs. DFFVX (64.57).
| 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 | 4.460 | 3.637 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 13.8B | 6% |
| Annual Yield % from dividends | 0.73 | 1.37 | 53% |
| Returns for 1 year | 14.47 | 16.12 | 90% |
| Returns for 3 years | 28.26 | 27.43 | 103% |
| Returns for 5 years | 101.80 | 64.57 | 158% |
| Returns for 10 years | N/A | 74.41 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers