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AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
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.
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).
| 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 | -3.632 | -5.874 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 12.5B | 7% |
| Annual Yield % from dividends | 0.95 | 1.62 | 59% |
| Returns for 1 year | 1.21 | 1.22 | 99% |
| Returns for 3 years | 14.65 | 11.44 | 128% |
| Returns for 5 years | 97.82 | 77.00 | 127% |
| Returns for 10 years | N/A | 47.90 | - |
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