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AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
Applied Finance Explorer Investor
Price$22.21
Change+$0.10 (+0.45%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.20
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
AFDVX vs DFFVX Comparison Chart
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AFDVX vs. DFFVX commentary
Dec 23, 2024
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: 13.5B vs. AFDVX (799M). DFFVX pays higher dividends than AFDVX: DFFVX (1.37) vs AFDVX (0.73). AFDVX was incepted earlier than DFFVX: AFDVX (9 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). AFDVX (9.30) and DFFVX (9.08) have marching annual gain over last year. AFDVX return over 5 years is better than : 93.52 vs. DFFVX (54.06).
| AFDVX | DFFVX | AFDVX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 9.301 | 8.802 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 13.5B | 6% |
| Annual Yield % from dividends | 0.73 | 1.37 | 53% |
| Returns for 1 year | 9.30 | 9.08 | 102% |
| Returns for 3 years | 17.62 | 20.92 | 84% |
| Returns for 5 years | 93.52 | 54.06 | 173% |
| Returns for 10 years | N/A | 62.99 | - |
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