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AFDZX vs DFFVX
AFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVX
Applied Finance Explorer Institutional
Price$23.09
Change-$0.20 (-0.86%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
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AFDZX vs DFFVX Comparison Chart
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AFDZX vs. DFFVX commentary
Sep 21, 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 Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. AFDZX (792M). DFFVX pays higher dividends than AFDZX: DFFVX (1.37) vs AFDZX (0.87). AFDZX was incepted earlier than DFFVX: AFDZX (9 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 annual gain was more profitable for investors over the last year : 26.24 vs. DFFVX (19.37). AFDZX return over 5 years is better than : 120.55 vs. DFFVX (58.07).
| AFDZX | DFFVX | AFDZX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 11.791 | 6.598 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 13.8B | 6% |
| Annual Yield % from dividends | 0.87 | 1.37 | 63% |
| Returns for 1 year | 26.24 | 19.37 | 135% |
| Returns for 3 years | 31.51 | 16.04 | 197% |
| Returns for 5 years | 120.55 | 58.07 | 208% |
| Returns for 10 years | N/A | 50.68 | - |
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