AFDZX
Price
$20.04
Change
+$0.31 (+1.57%)
Updated
Apr 24 closing price
Net Assets
716.97M
DFFVX
Price
$30.36
Change
+$0.58 (+1.95%)
Updated
Apr 24 closing price
Net Assets
11.69B
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AFDZX vs DFFVX

Header iconAFDZX vs DFFVX Comparison
Open Charts AFDZX vs DFFVXBanner chart's image
Applied Finance Explorer Institutional
Price$20.04
Change+$0.31 (+1.57%)
VolumeN/A
Net Assets716.97M
DFA US Targeted Value I
Price$30.36
Change+$0.58 (+1.95%)
VolumeN/A
Net Assets11.69B
AFDZX vs DFFVX Comparison Chart
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AFDZX vs. DFFVX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.7B vs. AFDZX (717M). 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). AFDZX annual gain was more profitable for investors over the last year : -2.69 vs. DFFVX (-3.09). AFDZX return over 5 years is better than : 151.40 vs. DFFVX (114.69).
AFDZXDFFVXAFDZX / DFFVX
Total Expense Ratio0.830.29286%
Annual Report Gross Expense Ratio1.370.30457%
Fund Existence10 years25 years-
Gain YTD-8.535-11.28076%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets717M11.7B6%
Annual Yield % from dividends1.151.6371%
Returns for 1 year-2.69-3.0987%
Returns for 3 years11.567.89147%
Returns for 5 years151.40114.69132%
Returns for 10 yearsN/A39.79-
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