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AFDZX vs DFFVX
AFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVX
Applied Finance Explorer Institutional
Price$19.96
Change-$1.27 (-5.98%)
VolumeN/A
Net Assets772.21M
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
AFDZX vs DFFVX Comparison Chart
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AFDZX vs. DFFVX commentary
Apr 04, 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: 12.6B vs. AFDZX (772M). DFFVX pays higher dividends than AFDZX: DFFVX (1.63) vs AFDZX (1.15). 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 : 1.19 vs. AFDZX (0.57). AFDZX return over 5 years is better than : 212.57 vs. DFFVX (165.27).
| 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 | -4.473 | -5.436 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 12.6B | 6% |
| Annual Yield % from dividends | 1.15 | 1.63 | 71% |
| Returns for 1 year | 0.57 | 1.19 | 48% |
| Returns for 3 years | 11.04 | 10.85 | 102% |
| Returns for 5 years | 212.57 | 165.27 | 129% |
| Returns for 10 years | N/A | 48.74 | - |
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