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AFDZX vs DFFVX
AFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVX
Applied Finance Explorer Institutional
Price$22.34
Change-$0.89 (-3.83%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
AFDZX vs DFFVX Comparison Chart
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AFDZX vs. DFFVX commentary
Dec 19, 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 AFDZX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. AFDZX (828M). DFFVX pays higher dividends than AFDZX: DFFVX (1.37) vs AFDZX (0.87). AFDZX was incepted earlier than DFFVX: AFDZX (10 years) vs DFFVX (25 years). AFDZX is a more actively managed with annual turnover of: 29.88 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than AFDZX: DFFVX (0) vs AFDZX (10000). AFDZX (16.03) and DFFVX (15.38) have marching annual gain over last year. AFDZX return over 5 years is better than : 103.13 vs. DFFVX (60.26).
| AFDZX | DFFVX | AFDZX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 13.650 | 13.033 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 828M | 14B | 6% |
| Annual Yield % from dividends | 0.87 | 1.37 | 63% |
| Returns for 1 year | 16.03 | 15.38 | 104% |
| Returns for 3 years | 23.58 | 26.84 | 88% |
| Returns for 5 years | 103.13 | 60.26 | 171% |
| Returns for 10 years | N/A | 71.11 | - |
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