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AFDZX vs DFFVX
AFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVX
Applied Finance Explorer Institutional
Price$23.00
Change+$0.23 (+1.01%)
VolumeN/A
Net Assets826.21M
DFA US Targeted Value I
Price$35.85
Change+$0.30 (+0.84%)
VolumeN/A
Net Assets14.07B
AFDZX vs DFFVX Comparison Chart
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AFDZX vs. DFFVX commentary
Jan 31, 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 StrongBuy and DFFVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. AFDZX (826M). 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). DFFVX annual gain was more profitable for investors over the last year : 17.82 vs. AFDZX (14.81). AFDZX return over 5 years is better than : 109.85 vs. DFFVX (72.33).
| 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 | 3.925 | 4.306 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 14.1B | 6% |
| Annual Yield % from dividends | 0.87 | 1.37 | 63% |
| Returns for 1 year | 14.81 | 17.82 | 83% |
| Returns for 3 years | 26.01 | 26.32 | 99% |
| Returns for 5 years | 109.85 | 72.33 | 152% |
| Returns for 10 years | N/A | 75.86 | - |
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