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AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
Applied Finance Explorer Investor
Price$22.91
Change-$0.19 (-0.82%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
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AFDVX vs DFFVX Comparison Chart
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AFDVX vs. DFFVX commentary
Sep 21, 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 Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. AFDVX (792M). 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 annual gain was more profitable for investors over the last year : 25.90 vs. DFFVX (19.37). AFDVX return over 5 years is better than : 118.52 vs. DFFVX (58.07).
| 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 | 11.516 | 6.598 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 13.8B | 6% |
| Annual Yield % from dividends | 0.73 | 1.37 | 53% |
| Returns for 1 year | 25.90 | 19.37 | 134% |
| Returns for 3 years | 30.64 | 16.04 | 191% |
| Returns for 5 years | 118.52 | 58.07 | 204% |
| Returns for 10 years | N/A | 50.68 | - |
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