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AFDZX vs DFFVX
AFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVX
Applied Finance Explorer Institutional
Price$21.45
Change+$0.30 (+1.42%)
VolumeN/A
Net Assets814.5M
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
AFDZX vs DFFVX Comparison Chart
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AFDZX vs. DFFVX commentary
Jun 07, 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 AFDZX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.5B vs. AFDZX (815M). DFFVX pays higher dividends than AFDZX: DFFVX (1.62) vs AFDZX (1.14). AFDZX was incepted earlier than DFFVX: AFDZX (10 years) vs DFFVX (25 years). AFDZX (1.37) is less costly to investors than DFFVX (0.30). AFDZX is a more actively managed with annual turnover of: 32.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than AFDZX: DFFVX (0) vs AFDZX (10000). DFFVX annual gain was more profitable for investors over the last year : 3.08 vs. AFDZX (2.16). AFDZX return over 5 years is better than : 99.90 vs. DFFVX (79.52).
| AFDZX | DFFVX | AFDZX / DFFVX | |
| Total Expense Ratio | 0.83 | 0.29 | 286% |
| Annual Report Gross Expense Ratio | 1.37 | 0.30 | 457% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -3.469 | -4.530 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 815M | 12.5B | 7% |
| Annual Yield % from dividends | 1.14 | 1.62 | 70% |
| Returns for 1 year | 2.16 | 3.08 | 70% |
| Returns for 3 years | 14.27 | 11.76 | 121% |
| Returns for 5 years | 99.90 | 79.52 | 126% |
| Returns for 10 years | 140.48 | 50.14 | 280% |
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