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AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
Applied Finance Explorer Investor
Price$21.31
Change-$0.23 (-1.07%)
VolumeN/A
Net Assets871.86M
DFA US Targeted Value I
Price$32.94
Change-$0.33 (-0.99%)
VolumeN/A
Net Assets12.85B
AFDVX vs DFFVX Comparison Chart in %
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AFDVX vs. DFFVX commentary
Jun 26, 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: 12.8B vs. AFDVX (872M). 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 annual gain was more profitable for investors over the last year : 6.04 vs. AFDVX (5.06). AFDVX return over 5 years is better than : 131.13 vs. DFFVX (110.28).
| 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 | -2.023 | -3.741 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 12.8B | 7% |
| Annual Yield % from dividends | 0.95 | 1.62 | 59% |
| Returns for 1 year | 5.06 | 6.04 | 84% |
| Returns for 3 years | 31.71 | 27.18 | 117% |
| Returns for 5 years | 131.13 | 110.28 | 119% |
| Returns for 10 years | N/A | 48.74 | - |
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