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AVFIX vs DFFVX
AVFIX vs DFFVX Comparison
Open Charts AVFIX vs DFFVX
American Beacon Small Cp Val R5
Price$27.86
Change-$0.42 (-1.49%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$35.53
Change-$0.50 (-1.39%)
VolumeN/A
CapitalizationN/A
AVFIX vs DFFVX Comparison Chart
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AVFIX vs. DFFVX commentary
Dec 18, 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 AVFIX is a Sell and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.2B vs. AVFIX (4.67B). AVFIX (1.41) and DFFVX (1.37) have matching dividends . AVFIX was incepted earlier than DFFVX: AVFIX (26 years) vs DFFVX (25 years). AVFIX is a more actively managed with annual turnover of: 52.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than AVFIX: DFFVX (0) vs AVFIX (250000). DFFVX annual gain was more profitable for investors over the last year : 15.38 vs. AVFIX (10.59). DFFVX return over 5 years is better than : 60.26 vs. AVFIX (17.45).
| AVFIX | DFFVX | AVFIX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 11.708 | 13.033 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 14.2B | 33% |
| Annual Yield % from dividends | 1.41 | 1.37 | 102% |
| Returns for 1 year | 10.59 | 15.38 | 69% |
| Returns for 3 years | -7.53 | 26.84 | -28% |
| Returns for 5 years | 17.45 | 60.26 | 29% |
| Returns for 10 years | 4.10 | 71.11 | 6% |
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