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AFDZX vs DFFVX
AFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVX
Applied Finance Explorer Institutional
Price$22.11
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets862.74M
DFA US Targeted Value I
Price$34.00
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets12.98B
AFDZX vs DFFVX Comparison Chart in %
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AFDZX vs. DFFVX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13B vs. AFDZX (863M). DFFVX pays higher dividends than AFDZX: DFFVX (1.63) vs AFDZX (1.10). 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 : 0.03 vs. AFDZX (-1.75). AFDZX return over 5 years is better than : 122.16 vs. DFFVX (103.38).
| 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 | 0.913 | -0.165 | -553% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 13B | 7% |
| Annual Yield % from dividends | 1.10 | 1.63 | 67% |
| Returns for 1 year | -1.75 | 0.03 | -5,179% |
| Returns for 3 years | 37.20 | 34.92 | 107% |
| Returns for 5 years | 122.16 | 103.38 | 118% |
| Returns for 10 years | 130.85 | 59.22 | 221% |
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