AVALX
Price
$35.38
Change
+$0.14 (+0.40%)
Updated
Dec 23 closing price
DFFVX
Price
$34.29
Change
+$0.09 (+0.26%)
Updated
Dec 23 closing price
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AVALX vs DFFVX

Header iconAVALX vs DFFVX Comparison
Open Charts AVALX vs DFFVXBanner chart's image
Aegis Value I
Price$35.38
Change+$0.14 (+0.40%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.29
Change+$0.09 (+0.26%)
VolumeN/A
CapitalizationN/A
AVALX vs DFFVX Comparison Chart
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VS
AVALX vs. DFFVX commentary
Dec 24, 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 AVALX is a Sell and DFFVX is a Hold.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. AVALX (327M). DFFVX pays higher dividends than AVALX: DFFVX (1.37) vs AVALX (0.63). AVALX was incepted earlier than DFFVX: AVALX (27 years) vs DFFVX (25 years). DFFVX is a more actively managed with annual turnover of: 20.00 vs. AVALX (2.00). DFFVX has a lower initial minimum investment than AVALX: DFFVX (0) vs AVALX (10000). DFFVX annual gain was more profitable for investors over the last year : 8.75 vs. AVALX (0.54). AVALX return over 5 years is better than : 96.99 vs. DFFVX (54.40).
AVALXDFFVXAVALX / DFFVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years25 years-
Gain YTD1.0209.08811%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets327M13.5B2%
Annual Yield % from dividends0.631.3746%
Returns for 1 year0.548.756%
Returns for 3 years29.0218.99153%
Returns for 5 years96.9954.40178%
Returns for 10 years184.1162.47295%
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