AVALX
Price
$40.00
Change
-$0.78 (-1.91%)
Updated
Nov 12 closing price
DFFVX
Price
$36.54
Change
-$0.46 (-1.24%)
Updated
Nov 12 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$40.00
Change-$0.78 (-1.91%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$36.54
Change-$0.46 (-1.24%)
VolumeN/A
CapitalizationN/A
AVALX vs DFFVX Comparison Chart
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AVALX vs. DFFVX commentary
Nov 13, 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 StrongBuy and DFFVX is a Buy.

FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.6B vs. AVALX (354M). 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 : 35.26 vs. AVALX (23.19). AVALX return over 5 years is better than : 157.61 vs. DFFVX (65.87).
AVALXDFFVXAVALX / DFFVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years25 years-
Gain YTD15.36115.86297%
Front LoadN/AN/A-
Min. Initial Investment100000-
Min. Initial Investment IRAN/AN/A-
Net Assets354M14.6B2%
Annual Yield % from dividends0.631.3746%
Returns for 1 year23.1935.2666%
Returns for 3 years41.5412.60330%
Returns for 5 years157.6165.87239%
Returns for 10 years143.8065.53219%
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