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AFDVX vs DFFVX
AFDVX vs DFFVX Comparison
Open Charts AFDVX vs DFFVX
Applied Finance Explorer Investor
Price$24.12
Change+$0.34 (+1.43%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$37.09
Change+$0.61 (+1.67%)
VolumeN/A
CapitalizationN/A
AFDVX vs DFFVX Comparison Chart
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AFDVX vs. DFFVX commentary
Nov 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 Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.3B vs. AFDVX (856M). 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 : 30.75 vs. DFFVX (28.79). AFDVX return over 5 years is better than : 117.02 vs. DFFVX (67.49).
| 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 | 17.028 | 15.672 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 14.3B | 6% |
| Annual Yield % from dividends | 0.73 | 1.37 | 53% |
| Returns for 1 year | 30.75 | 28.79 | 107% |
| Returns for 3 years | 20.10 | 14.22 | 141% |
| Returns for 5 years | 117.02 | 67.49 | 173% |
| Returns for 10 years | N/A | 63.22 | - |
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